Financial Gravity Asset 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
Q2 | – | Sell |
-20
| Closed | -$728 | – | 2541 |
|
|
2024
Q1 | $728 | Buy |
20
+18
| +900% | +$655 | ﹤0.01% | 1300 |
|
|
2023
Q4 | $68 | Buy |
2
+1
| +100% | +$34 | ﹤0.01% | 1298 |
|
|
2023
Q3 | $31 | Sell |
1
-32
| -97% | -$992 | ﹤0.01% | 1096 |
|
|
2023
Q2 | $1.71K | Buy |
33
+3
| +10% | +$156 | ﹤0.01% | 682 |
|
|
2023
Q1 | $2 | Buy |
+30
| New | +$2 | ﹤0.01% | 1012 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$2 | – | 1537 |
|
|
2022
Q3 | $2 | Buy |
+29
| New | +$2 | ﹤0.01% | 831 |
|
|
2018
Q2 | – | Sell |
-1,194
| Closed | -$31K | – | 1639 |
|
|
2018
Q1 | $31K | Buy |
+1,194
| New | +$31K | 0.03% | 459 |
|