Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47
| Closed | -$2.15K | – | 614 |
|
|
2024
Q3 | $2.15K | Hold |
47
| – | – | ﹤0.01% | 541 |
|
|
2024
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 545 |
|
|
2024
Q1 | $1.83K | Sell |
47
-11
| -19% | -$429 | ﹤0.01% | 544 |
|
|
2023
Q4 | $2.02K | Buy |
58
+11
| +23% | +$383 | ﹤0.01% | 518 |
|
|
2023
Q3 | $1.58K | Hold |
47
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $1.53K | Buy |
+47
| New | +$1.53K | ﹤0.01% | 503 |
|
|
2022
Q3 | – | Sell |
-67
| Closed | -$2K | – | 569 |
|
|
2022
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 482 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$8K | – | 539 |
|
|
2021
Q2 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 423 |
|