Pacifica Partners’s Woodside Energy WDS Stock Holding History

Pacifica Partners’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	–	Sell	-61	Closed	-$1.46K	–	454
2026 Q1	$1.46K	Sell	61 -111	-65%	-$2.16K	﹤0.01%	422
2025 Q4	$2.75K	Sell	172 -54	-24%	-$859	﹤0.01%	380
2025 Q3	$3.42K	Sell	226 -18	-7%	-$297	﹤0.01%	424
2025 Q2	$3.76K	Hold	244	–	–	﹤0.01%	414
2025 Q1	$3.33K	Sell	244 -54	-18%	-$822	﹤0.01%	408
2024 Q4	$4.68K	Sell	298 -288	-49%	-$4.62K	﹤0.01%	376
2024 Q3	$10.1K	Hold	586	–	–	﹤0.01%	352
2024 Q2	$11.5K	Sell	586 -180	-23%	-$3.35K	﹤0.01%	349
2024 Q1	$15.1K	Sell	766 -140	-15%	-$2.83K	0.01%	324
2023 Q4	$17.5K	Sell	906 -119	-12%	-$2.53K	0.01%	316
2023 Q3	$22.3K	Sell	1,025 -157	-13%	-$3.82K	0.01%	272
2023 Q2	$27.5K	Sell	1,182 -64	-5%	-$1.47K	0.02%	216
2023 Q1	$27.9K	Sell	1,246 -194	-13%	-$4.66K	0.02%	222
2022 Q4	$35.4K	Sell	1,440 -434	-23%	-$10.3K	0.02%	180
2022 Q3	$41K	Sell	1,874 -72	-4%	-$1.59K	0.03%	176
2022 Q2	$44K	Buy	+1,946	New	+$44.1K	0.03%	182

Other funds holding WDS

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 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