JFS Wealth Advisors’s Woodside Energy WDS Stock Holding History

JFS Wealth Advisors’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Buy	641 +7	+1%	+$156	﹤0.01%	921
2026 Q1	$15.1K	Hold	634	–	–	﹤0.01%	813
2025 Q4	$9.88K	Buy	634 +329	+108%	+$5.23K	﹤0.01%	980
2025 Q3	$4.59K	Hold	305	–	–	﹤0.01%	1149
2025 Q2	$4.71K	Sell	305 -527	-63%	-$7.38K	﹤0.01%	1109
2025 Q1	$12.1K	Buy	+832	New	+$12.7K	﹤0.01%	818
2024 Q4	–	Sell	-526	Closed	-$9.07K	–	2001
2024 Q3	$9.07K	Sell	526 -301	-36%	-$5.34K	﹤0.01%	890
2024 Q2	$15.6K	Buy	827 +257	+45%	+$4.78K	﹤0.01%	660
2024 Q1	$11.4K	Sell	570 -248	-30%	-$5.02K	﹤0.01%	776
2023 Q4	$17.3K	Sell	818 -74	-8%	-$1.58K	﹤0.01%	623
2023 Q3	$20.8K	Buy	892 +104	+13%	+$2.53K	﹤0.01%	540
2023 Q2	$18.3K	Buy	788 +189	+32%	+$4.33K	﹤0.01%	570
2023 Q1	$13.4K	Sell	599 -28	-4%	-$673	﹤0.01%	623
2022 Q4	$15.2K	Buy	627 +299	+91%	+$7.09K	﹤0.01%	588
2022 Q3	$7K	Sell	328 -121	-27%	-$2.67K	﹤0.01%	880
2022 Q2	$10K	Buy	+449	New	+$10.2K	﹤0.01%	776

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return