Danda Trouve Investment Management’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$219K Sell
7,638
-335
-4% -$9.61K 0.41% 20
2022
Q2
$249K Buy
7,973
+47
+0.6% +$1.47K 0.38% 23
2022
Q1
$265K Sell
7,926
-189
-2% -$6.32K 0.33% 27
2021
Q4
$211K Sell
8,115
-2,036
-20% -$52.9K 0.24% 31
2021
Q3
$263K Sell
10,151
-4,167
-29% -$108K 0.32% 35
2021
Q2
$380K Sell
14,318
-520
-4% -$13.8K 0.45% 36
2021
Q1
$352K Buy
14,838
+191
+1% +$4.53K 0.43% 38
2020
Q4
$294K Buy
14,647
+215
+1% +$4.32K 0.36% 39
2020
Q3
$284K Sell
14,432
-459
-3% -$9.03K 0.39% 34
2020
Q2
$283K Buy
14,891
+250
+2% +$4.75K 0.43% 31
2020
Q1
$207K Buy
14,641
+320
+2% +$4.52K 0.43% 26
2019
Q4
$340K Buy
+14,321
New +$340K 0.49% 30