Curi Wealth Management’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 | – | Sell |
-6,381
| Closed | -$222K | – | 153 |
|
|
2023
Q4 | $222K | Sell |
6,381
-35
| -0.5% | -$1.22K | 0.03% | 146 |
|
|
2023
Q3 | $216K | Sell |
6,416
-576
| -8% | -$19.4K | 0.03% | 139 |
|
|
2023
Q2 | $228K | Sell |
6,992
-712
| -9% | -$23.2K | 0.03% | 157 |
|
|
2023
Q1 | $230K | Sell |
7,704
-493
| -6% | -$14.7K | 0.03% | 147 |
|
|
2022
Q4 | $270K | Buy |
8,197
+986
| +14% | +$32.4K | 0.04% | 157 |
|
|
2022
Q3 | $206K | Buy |
7,211
+6,495
| +907% | +$186K | 0.03% | 174 |
|
|
2022
Q2 | $22K | Buy |
716
+292
| +69% | +$8.97K | ﹤0.01% | 296 |
|
|
2022
Q1 | $14K | Hold |
424
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $11K | Buy |
+424
| New | +$11K | ﹤0.01% | 313 |
|
|
2021
Q1 | – | Sell |
-490
| Closed | -$9K | – | 494 |
|
|
2020
Q4 | $9K | Buy |
+490
| New | +$9K | 0.01% | 267 |
|