Buckingham Strategic Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $724K | Buy |
17,036
+3,377
| +25% | +$144K | 0.01% | 391 |
|
|
2024
Q1 | $532K | Buy |
13,659
+4,201
| +44% | +$164K | 0.01% | 445 |
|
|
2023
Q4 | $329K | Sell |
9,458
-6,973
| -42% | -$243K | ﹤0.01% | 548 |
|
|
2023
Q3 | $554K | Buy |
16,431
+5,991
| +57% | +$202K | 0.01% | 398 |
|
|
2023
Q2 | $341K | Sell |
10,440
-387
| -4% | -$12.6K | ﹤0.01% | 506 |
|
|
2023
Q1 | $356K | Hold |
10,827
| – | – | 0.01% | 454 |
|
|
2022
Q4 | $356K | Buy |
10,827
+2,939
| +37% | +$96.7K | 0.01% | 456 |
|
|
2022
Q3 | $226K | Buy |
+7,888
| New | +$226K | ﹤0.01% | 525 |
|
|
2015
Q3 | – | Sell |
-4,401
| Closed | -$253K | – | 235 |
|
|
2015
Q2 | $253K | Buy |
4,401
+80
| +2% | +$4.6K | 0.08% | 181 |
|
|
2015
Q1 | $219K | Sell |
4,321
-200
| -4% | -$10.1K | 0.08% | 193 |
|
|
2014
Q4 | $203K | Buy |
4,521
+51
| +1% | +$2.29K | 0.08% | 191 |
|
|
2014
Q3 | $247K | Buy |
4,470
+48
| +1% | +$2.65K | 0.1% | 140 |
|
|
2014
Q2 | $257K | Buy |
+4,422
| New | +$257K | 0.11% | 134 |
|