Annapolis Financial Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.5K | Hold |
252
| – | – | ﹤0.01% | 272 |
|
|
2024
Q2 | $10.7K | Hold |
252
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $9.82K | Hold |
252
| – | – | ﹤0.01% | 276 |
|
|
2023
Q4 | $8.78K | Sell |
252
-24
| -9% | -$836 | ﹤0.01% | 361 |
|
|
2023
Q3 | $9.3K | Hold |
276
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $9.01K | Buy |
276
+24
| +10% | +$783 | ﹤0.01% | 353 |
|
|
2023
Q1 | $7.53K | Hold |
252
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $8.29K | Sell |
252
-1,240
| -83% | -$40.8K | ﹤0.01% | 320 |
|
|
2022
Q3 | $43K | Buy |
1,492
+252
| +20% | +$7.26K | 0.02% | 180 |
|
|
2022
Q2 | $39K | Hold |
1,240
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $41K | Hold |
1,240
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $32K | Buy |
+1,240
| New | +$32K | 0.01% | 226 |
|