United Capital 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 | $174K | Buy |
+11,247
| New | +$174K | ﹤0.01% | 1060 |
|
|
2025
Q1 | – | Sell |
-17,675
| Closed | -$276K | – | 1105 |
|
|
2024
Q4 | $276K | Buy |
17,675
+2,587
| +17% | +$40.4K | ﹤0.01% | 901 |
|
|
2024
Q3 | $260K | Sell |
15,088
-654
| -4% | -$11.3K | ﹤0.01% | 922 |
|
|
2024
Q2 | $296K | Buy |
15,742
+4,254
| +37% | +$80K | ﹤0.01% | 852 |
|
|
2024
Q1 | $229K | Buy |
11,488
+450
| +4% | +$8.99K | ﹤0.01% | 964 |
|
|
2023
Q4 | $233K | Buy |
+11,038
| New | +$233K | ﹤0.01% | 951 |
|