Benedetti & Gucer’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $766K | Sell |
19,651
-355
| -2% | -$13.8K | 0.38% | 49 |
|
|
2023
Q4 | $697K | Sell |
20,006
-681
| -3% | -$23.7K | 0.37% | 52 |
|
|
2023
Q3 | $697K | Sell |
20,687
-236
| -1% | -$7.95K | 0.38% | 52 |
|
|
2023
Q2 | $683K | Buy |
20,923
+2,200
| +12% | +$71.8K | 0.35% | 56 |
|
|
2023
Q1 | $559K | Buy |
+18,723
| New | +$559K | 0.32% | 58 |
|