Naviter Wealth’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 | $366K | Buy |
+23,706
| New | +$366K | 0.05% | 217 |
|
2024
Q4 | – | Sell |
-44,704
| Closed | -$801K | – | 307 |
|
2024
Q3 | $801K | Buy |
44,704
+960
| +2% | +$17.2K | 0.11% | 170 |
|
2024
Q2 | $823K | Buy |
43,744
+1,797
| +4% | +$33.8K | 0.12% | 173 |
|
2024
Q1 | $861K | Buy |
41,947
+17,784
| +74% | +$365K | 0.14% | 167 |
|
2023
Q4 | $510K | Sell |
24,163
-5,615
| -19% | -$118K | 0.1% | 175 |
|
2023
Q3 | $694K | Buy |
29,778
+2,010
| +7% | +$46.8K | 0.17% | 146 |
|
2023
Q2 | $644K | Buy |
27,768
+3,320
| +14% | +$77K | 0.16% | 153 |
|
2023
Q1 | $548K | Buy |
+24,448
| New | +$548K | 0.19% | 143 |
|