DCM 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
Q1 | – | Sell |
-10,457
| Closed | -$364K | – | 113 |
|
|
2023
Q4 | $364K | Buy |
+10,457
| New | +$364K | 0.13% | 92 |
|
|
2022
Q4 | – | Sell |
-22,101
| Closed | -$633K | – | 171 |
|
|
2022
Q3 | $633K | Sell |
22,101
-17,773
| -45% | -$509K | 0.32% | 79 |
|
|
2022
Q2 | $1.24M | Sell |
39,874
-5,673
| -12% | -$177K | 0.54% | 49 |
|
|
2022
Q1 | $1.52M | Buy |
45,547
+2,467
| +6% | +$82.4K | 0.54% | 50 |
|
|
2021
Q4 | $1.12M | Buy |
43,080
+9,407
| +28% | +$245K | 0.33% | 77 |
|
|
2021
Q3 | $873K | Sell |
33,673
-15,485
| -32% | -$401K | 0.34% | 85 |
|
|
2021
Q2 | $1.31M | Buy |
49,158
+870
| +2% | +$23.1K | 0.74% | 39 |
|
|
2021
Q1 | $1.14M | Buy |
48,288
+28,288
| +141% | +$670K | 0.67% | 47 |
|
|
2020
Q4 | $401K | Buy |
+20,000
| New | +$401K | 0.23% | 114 |
|