Crewe Advisors’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 | – | Sell |
-1,506
| Closed | -$64K | – | 1000 |
|
|
2024
Q2 | $64K | Buy |
1,506
+1,175
| +355% | +$49.9K | 0.01% | 336 |
|
|
2024
Q1 | $12.9K | Buy |
+331
| New | +$12.9K | ﹤0.01% | 579 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$1K | – | 1304 |
|
|
2022
Q3 | $1K | Buy |
36
+12
| +50% | +$333 | ﹤0.01% | 1221 |
|
|
2022
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1114 |
|