Advisor Partners II’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.63M | Buy |
78,159
+4,557
| +6% | +$154K | 0.11% | 203 |
|
|
2023
Q2 | $2.4M | Buy |
73,602
+21,357
| +41% | +$697K | 0.11% | 180 |
|
|
2023
Q1 | $1.56M | Buy |
52,245
+18,645
| +55% | +$557K | 0.09% | 251 |
|
|
2022
Q4 | $1.11M | Buy |
33,600
+244
| +0.7% | +$8.03K | 0.07% | 304 |
|
|
2022
Q3 | $955K | Buy |
+33,356
| New | +$955K | 0.07% | 276 |
|