BDO Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,977
| Closed | -$59K | – | 1066 |
|
|
2023
Q1 | $59K | Buy |
+1,977
| New | +$59K | 0.01% | 395 |
|
|
2022
Q3 | – | Sell |
-73
| Closed | -$2K | – | 1144 |
|
|
2022
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 925 |
|
|
2022
Q1 | $2K | Sell |
73
-70
| -49% | -$1.92K | ﹤0.01% | 949 |
|
|
2021
Q4 | $4K | Buy |
143
+70
| +96% | +$1.96K | ﹤0.01% | 883 |
|
|
2021
Q3 | $2K | Hold |
73
| – | – | ﹤0.01% | 966 |
|
|
2021
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q4 | $1K | Hold |
73
| – | – | ﹤0.01% | 895 |
|
|
2020
Q3 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 838 |
|
|
2018
Q3 | – | Sell |
-31
| Closed | -$1K | – | 667 |
|
|
2018
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 629 |
|
|
2018
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 559 |
|
|
2017
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 478 |
|