Ahrens Investment Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $209K | Sell |
6,985
-1,703
| -20% | -$50.9K | 0.1% | 136 |
|
|
2022
Q4 | $286K | Sell |
8,688
-250
| -3% | -$8.23K | 0.13% | 125 |
|
|
2022
Q3 | $256K | Buy |
8,938
+38
| +0.4% | +$1.09K | 0.13% | 124 |
|
|
2022
Q2 | $278K | Sell |
8,900
-1,498
| -14% | -$46.8K | 0.12% | 128 |
|
|
2022
Q1 | $347K | Sell |
10,398
-1,146
| -10% | -$38.2K | 0.11% | 135 |
|
|
2021
Q4 | $301K | Sell |
11,544
-2,856
| -20% | -$74.5K | 0.13% | 140 |
|
|
2021
Q3 | $374K | Sell |
14,400
-11,861
| -45% | -$308K | 0.18% | 128 |
|
|
2021
Q2 | $697K | Sell |
26,261
-1,371
| -5% | -$36.4K | 0.32% | 87 |
|
|
2021
Q1 | $655K | Buy |
+27,632
| New | +$655K | 0.33% | 89 |
|