Sequoia Financial 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
$786K Buy
50,963
+38,083
+296% +$588K 0.01% 785
2025
Q1
$187K Sell
12,880
-6,890
-35% -$99.8K ﹤0.01% 1270
2024
Q4
$308K Buy
19,770
+4,666
+31% +$72.8K ﹤0.01% 1008
2024
Q3
$260K Buy
15,104
+67
+0.4% +$1.16K ﹤0.01% 1036
2024
Q2
$283K Buy
15,037
+2,879
+24% +$54.2K ﹤0.01% 913
2024
Q1
$243K Sell
12,158
-417
-3% -$8.33K ﹤0.01% 953
2023
Q4
$265K Sell
12,575
-2,604
-17% -$54.9K ﹤0.01% 978
2023
Q3
$354K Sell
15,179
-154
-1% -$3.59K 0.01% 622
2023
Q2
$356K Buy
15,333
+1,709
+13% +$39.6K 0.01% 634
2023
Q1
$306K Sell
13,624
-1,350
-9% -$30.3K 0.01% 618
2022
Q4
$363K Buy
+14,974
New +$363K 0.01% 528
2022
Q3
Sell
-11,280
Closed -$243K 594
2022
Q2
$243K Buy
+11,280
New +$243K 0.01% 497