Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $114K | Buy |
3,472
+2,793
| +411% | +$91.7K | 0.02% | 258 |
|
|
2023
Q1 | $20K | Hold |
679
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $23K | Hold |
679
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $19K | Hold |
679
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $21K | Hold |
679
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $23K | Hold |
679
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $18K | Hold |
679
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $18K | Hold |
679
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $17K | Hold |
679
| – | – | ﹤0.01% | 474 |
|
|
2021
Q1 | $16K | Buy |
679
+600
| +759% | +$14.1K | ﹤0.01% | 481 |
|
|
2020
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 581 |
|
|
2020
Q3 | $2K | Hold |
79
| – | – | ﹤0.01% | 581 |
|
|
2020
Q2 | $2K | Hold |
79
| – | – | ﹤0.01% | 568 |
|
|
2020
Q1 | $1K | Hold |
79
| – | – | ﹤0.01% | 560 |
|
|
2019
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 495 |
|
|
2019
Q3 | $2K | Hold |
79
| – | – | ﹤0.01% | 493 |
|
|
2019
Q2 | $2K | Hold |
79
| – | – | ﹤0.01% | 448 |
|
|
2019
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 452 |
|
|
2018
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 464 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$30K | – | 528 |
|
|
2017
Q1 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 319 |
|