CFN
Cordasco Financial Network’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $446K | Buy |
14,289
+1,283
| +10% | +$40K | 0.32% | 41 |
|
|
2022
Q1 | $435K | Buy |
13,006
+2,901
| +29% | +$97K | 0.28% | 43 |
|
|
2021
Q4 | $263K | Hold |
10,105
| – | – | 0.16% | 76 |
|
|
2021
Q3 | $262K | Hold |
10,105
| – | – | 0.18% | 70 |
|
|
2021
Q2 | $268K | Hold |
10,105
| – | – | 0.19% | 66 |
|
|
2021
Q1 | $239K | Sell |
10,105
-850
| -8% | -$20.1K | 0.17% | 72 |
|
|
2020
Q4 | $220K | Hold |
10,955
| – | – | 0.17% | 69 |
|
|
2020
Q3 | $215K | Sell |
10,955
-588
| -5% | -$11.5K | 0.19% | 69 |
|
|
2020
Q2 | $220K | Sell |
11,543
-4,036
| -26% | -$76.9K | 0.2% | 67 |
|
|
2020
Q1 | $220K | Buy |
+15,579
| New | +$220K | 0.24% | 59 |
|