Credential Qtrade Securities’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.14M Buy
80,651
+2,417
+3% +$94.2K 0.17% 67
2023
Q4
$2.72M Sell
78,234
-6,321
-7% -$220K 0.16% 71
2023
Q3
$2.85M Sell
84,555
-1,981
-2% -$66.7K 0.19% 70
2023
Q2
$2.82M Sell
86,536
-1,670
-2% -$54.5K 0.18% 71
2023
Q1
$2.63M Buy
88,206
+6,344
+8% +$189K 0.17% 73
2022
Q4
$2.69M Sell
81,862
-801
-1% -$26.4K 0.19% 72
2022
Q3
$2.37M Buy
82,663
+2,467
+3% +$70.6K 0.18% 67
2022
Q2
$2.5M Sell
80,196
-11,394
-12% -$356K 0.18% 67
2022
Q1
$3.06M Buy
91,590
+55,321
+153% +$1.85M 0.19% 64
2021
Q4
$944K Buy
36,269
+3,750
+12% +$97.7K 0.06% 141
2021
Q3
$844K Buy
32,519
+4,349
+15% +$113K 0.07% 132
2021
Q2
$748K Buy
28,170
+7,390
+36% +$196K 0.06% 141
2021
Q1
$492K Buy
+20,780
New +$492K 0.04% 163