Bedel Financial Consulting’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-213
| Closed | -$6K | – | 1076 |
|
|
2021
Q4 | $6K | Sell |
213
-109
| -34% | -$3.07K | ﹤0.01% | 764 |
|
|
2021
Q3 | $8K | Hold |
322
| – | – | ﹤0.01% | 713 |
|
|
2021
Q2 | $9K | Sell |
322
-580
| -64% | -$16.2K | ﹤0.01% | 703 |
|
|
2021
Q1 | $21K | Buy |
902
+800
| +784% | +$18.6K | 0.01% | 511 |
|
|
2020
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 773 |
|
|
2020
Q3 | $2K | Hold |
102
| – | – | ﹤0.01% | 746 |
|
|
2020
Q2 | $2K | Hold |
102
| – | – | ﹤0.01% | 714 |
|
|
2020
Q1 | $1K | Hold |
102
| – | – | ﹤0.01% | 773 |
|
|
2019
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 700 |
|
|
2019
Q3 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 679 |
|