DFPG Investments’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.23M | Sell |
33,927
-677
| -2% | -$24.6K | 0.1% | 197 |
|
|
2023
Q3 | $1.21M | Sell |
34,604
-1,233
| -3% | -$43K | 0.11% | 177 |
|
|
2023
Q2 | $1.19M | Buy |
35,837
+254
| +0.7% | +$8.46K | 0.11% | 190 |
|
|
2023
Q1 | $1.06M | Buy |
35,583
+2,461
| +7% | +$73.5K | 0.11% | 189 |
|
|
2022
Q4 | $1.07M | Buy |
+33,122
| New | +$1.07M | 0.18% | 132 |
|