Center for Financial Planning’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61
| Closed | -$1.99K | – | 579 |
|
|
2023
Q2 | $1.99K | Buy |
+61
| New | +$1.99K | ﹤0.01% | 493 |
|
|
2020
Q4 | – | Sell |
-520
| Closed | -$10K | – | 490 |
|
|
2020
Q3 | $10K | Buy |
+520
| New | +$10K | ﹤0.01% | 310 |
|
|
2020
Q2 | – | Sell |
-169
| Closed | -$2K | – | 585 |
|
|
2020
Q1 | $2K | Buy |
+169
| New | +$2K | ﹤0.01% | 516 |
|