Cypress Wealth Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,260
| Closed | -$423K | – | 307 |
|
|
2024
Q3 | $423K | Buy |
9,260
+166
| +2% | +$7.58K | 0.09% | 169 |
|
|
2024
Q2 | $386K | Buy |
9,094
+512
| +6% | +$21.8K | 0.09% | 170 |
|
|
2024
Q1 | $334K | Sell |
8,582
-1,139
| -12% | -$44.4K | 0.08% | 184 |
|
|
2023
Q4 | $339K | Buy |
+9,721
| New | +$339K | 0.08% | 179 |
|
|
2023
Q3 | – | Sell |
-9,945
| Closed | -$328K | – | 259 |
|
|
2023
Q2 | $328K | Sell |
9,945
-3,000
| -23% | -$99K | 0.09% | 176 |
|
|
2023
Q1 | $387K | Buy |
12,945
+2,667
| +26% | +$79.6K | 0.11% | 151 |
|
|
2022
Q4 | $338K | Buy |
10,278
+146
| +1% | +$4.8K | 0.11% | 164 |
|
|
2022
Q3 | $302K | Buy |
10,132
+130
| +1% | +$3.88K | 0.1% | 169 |
|
|
2022
Q2 | $312K | Buy |
10,002
+2,344
| +31% | +$73.1K | 0.1% | 167 |
|
|
2022
Q1 | $256K | Buy |
+7,658
| New | +$256K | 0.07% | 197 |
|