CEDRUS’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $246K | Sell |
5,399
-3,854
| -42% | -$176K | 0.09% | 158 |
|
|
2024
Q2 | $393K | Sell |
9,253
-618
| -6% | -$26.3K | 0.2% | 93 |
|
|
2024
Q1 | $385K | Sell |
9,871
-2,448
| -20% | -$95.4K | 0.21% | 86 |
|
|
2023
Q4 | $429K | Sell |
12,319
-1,783
| -13% | -$62.1K | 0.27% | 71 |
|
|
2023
Q3 | $475K | Buy |
14,102
+1,392
| +11% | +$46.9K | 0.34% | 54 |
|
|
2023
Q2 | $415K | Buy |
12,710
+900
| +8% | +$29.4K | 0.29% | 66 |
|
|
2023
Q1 | $353K | Buy |
11,810
+1,065
| +10% | +$31.8K | 0.25% | 89 |
|
|
2022
Q4 | $354K | Buy |
10,745
+3,214
| +43% | +$106K | 0.28% | 85 |
|
|
2022
Q3 | $216K | Buy |
7,531
+562
| +8% | +$16.1K | 0.2% | 112 |
|
|
2022
Q2 | $218K | Buy |
+6,969
| New | +$218K | 0.21% | 117 |
|