JFS Wealth Advisors’s Woodside Energy WDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.71K | Sell |
305
-527
| -63% | -$8.13K | ﹤0.01% | 1109 |
|
2025
Q1 | $12.1K | Buy |
+832
| New | +$12.1K | ﹤0.01% | 818 |
|
2024
Q4 | – | Sell |
-526
| Closed | -$9.07K | – | 2001 |
|
2024
Q3 | $9.07K | Sell |
526
-301
| -36% | -$5.19K | ﹤0.01% | 890 |
|
2024
Q2 | $15.6K | Buy |
827
+257
| +45% | +$4.83K | ﹤0.01% | 660 |
|
2024
Q1 | $11.4K | Sell |
570
-248
| -30% | -$4.95K | ﹤0.01% | 776 |
|
2023
Q4 | $17.3K | Sell |
818
-74
| -8% | -$1.56K | ﹤0.01% | 623 |
|
2023
Q3 | $20.8K | Buy |
892
+104
| +13% | +$2.42K | ﹤0.01% | 540 |
|
2023
Q2 | $18.3K | Buy |
788
+189
| +32% | +$4.38K | ﹤0.01% | 570 |
|
2023
Q1 | $13.4K | Sell |
599
-28
| -4% | -$628 | ﹤0.01% | 623 |
|
2022
Q4 | $15.2K | Buy |
627
+299
| +91% | +$7.24K | ﹤0.01% | 588 |
|
2022
Q3 | $7K | Sell |
328
-121
| -27% | -$2.58K | ﹤0.01% | 880 |
|
2022
Q2 | $10K | Buy |
+449
| New | +$10K | ﹤0.01% | 776 |
|