Jones Financial Companies’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 | $318K | Buy |
20,601
+14,368
| +231% | +$222K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $92.9K | Buy |
6,233
+1,698
| +37% | +$25.3K | ﹤0.01% | 1802 |
|
|
2024
Q4 | $70.8K | Buy |
4,535
+72
| +2% | +$1.12K | ﹤0.01% | 1756 |
|
|
2024
Q3 | $76.1K | Buy |
4,463
+2,614
| +141% | +$44.6K | ﹤0.01% | 1496 |
|
|
2024
Q2 | $34.8K | Buy |
1,849
+1,794
| +3,262% | +$33.7K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $1.1K | Sell |
55
-62
| -53% | -$1.24K | ﹤0.01% | 1299 |
|
|
2023
Q4 | $2.47K | Sell |
117
-45
| -28% | -$949 | ﹤0.01% | 884 |
|
|
2023
Q3 | $3.77K | Buy |
+162
| New | +$3.77K | ﹤0.01% | 528 |
|
|
2023
Q2 | – | Sell |
-236
| Closed | -$5.29K | – | 601 |
|
|
2023
Q1 | $5.29K | Buy |
236
+215
| +1,024% | +$4.82K | ﹤0.01% | 515 |
|
|
2022
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 719 |
|