Abbrea Capital’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $381K | Sell |
8,953
-2,005
| -18% | -$85.3K | 0.05% | 177 |
|
|
2024
Q1 | $427K | Hold |
10,958
| – | – | 0.06% | 183 |
|
|
2023
Q4 | $382K | Buy |
10,958
+2,455
| +29% | +$85.6K | 0.05% | 182 |
|
|
2023
Q3 | $286K | Buy |
8,503
+765
| +10% | +$25.7K | 0.05% | 197 |
|
|
2023
Q2 | $252K | Buy |
7,738
+200
| +3% | +$6.51K | 0.04% | 214 |
|
|
2023
Q1 | $225K | Buy |
+7,538
| New | +$225K | 0.04% | 218 |
|
|
2017
Q1 | – | Sell |
-8,661
| Closed | -$270K | – | 145 |
|
|
2016
Q4 | $270K | Buy |
+8,661
| New | +$270K | 0.13% | 121 |
|