Cassady Schiller Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $102K | Buy |
1,891
+111
| +6% | +$6.01K | 0.04% | 157 |
|
|
2024
Q3 | $81.3K | Hold |
1,780
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $75.7K | Sell |
1,780
-500
| -22% | -$21.3K | 0.03% | 169 |
|
|
2024
Q1 | $88.9K | Hold |
2,280
| – | – | 0.04% | 166 |
|
|
2023
Q4 | $79.4K | Hold |
2,280
| – | – | 0.04% | 167 |
|
|
2023
Q3 | $76.8K | Buy |
2,280
+755
| +50% | +$25.4K | 0.04% | 160 |
|
|
2023
Q2 | $49.8K | Buy |
1,525
+1,025
| +205% | +$33.4K | 0.03% | 196 |
|
|
2023
Q1 | $14.9K | Hold |
500
| – | – | 0.01% | 296 |
|
|
2022
Q4 | $16.5K | Buy |
+500
| New | +$16.5K | 0.01% | 282 |
|
|
2022
Q1 | – | Sell |
-533
| Closed | -$14K | – | 606 |
|
|
2021
Q4 | $14K | Buy |
+533
| New | +$14K | 0.01% | 296 |
|