Epacria Capital Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,000
| Closed | -$383K | – | 55 |
|
|
2024
Q2 | $383K | Hold |
9,000
| – | – | 0.28% | 47 |
|
|
2024
Q1 | $351K | Hold |
9,000
| – | – | 0.25% | 48 |
|
|
2023
Q4 | $313K | Hold |
9,000
| – | – | 0.25% | 49 |
|
|
2023
Q3 | $303K | Hold |
9,000
| – | – | 0.25% | 51 |
|
|
2023
Q2 | $294K | Hold |
9,000
| – | – | 0.24% | 51 |
|
|
2023
Q1 | $269K | Sell |
9,000
-44,800
| -83% | -$1.34M | 0.21% | 51 |
|
|
2022
Q4 | $1.77M | Buy |
+53,800
| New | +$1.77M | 1.39% | 22 |
|