Alliance Wealth Advisors (Pennsylvania)’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,301
| Closed | -$288K | – | 146 |
|
|
2024
Q3 | $288K | Sell |
6,301
-74
| -1% | -$3.38K | 0.16% | 116 |
|
|
2024
Q2 | $271K | Sell |
6,375
-55
| -0.9% | -$2.34K | 0.17% | 113 |
|
|
2024
Q1 | $251K | Buy |
+6,430
| New | +$251K | 0.16% | 120 |
|
|
2023
Q3 | – | Sell |
-9,091
| Closed | -$297K | – | 130 |
|
|
2023
Q2 | $297K | Hold |
9,091
| – | – | 0.21% | 92 |
|
|
2023
Q1 | $271K | Buy |
9,091
+205
| +2% | +$6.12K | 0.2% | 99 |
|
|
2022
Q4 | $292K | Sell |
8,886
-381
| -4% | -$12.5K | 0.24% | 86 |
|
|
2022
Q3 | $265K | Sell |
9,267
-267
| -3% | -$7.64K | 0.25% | 83 |
|
|
2022
Q2 | $298K | Hold |
9,534
| – | – | 0.26% | 80 |
|
|
2022
Q1 | $319K | Buy |
+9,534
| New | +$319K | 0.26% | 84 |
|