Financial Synergies Wealth Advisors’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 |
-215
| Closed | -$8.38K | – | 480 |
|
|
2024
Q1 | $8.38K | Hold |
215
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $7.07K | Hold |
215
| – | – | ﹤0.01% | 201 |
|
|
2023
Q3 | $7.24K | Hold |
215
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $7.02K | Hold |
215
| – | – | ﹤0.01% | 245 |
|
|
2023
Q1 | $6.42K | Hold |
215
| – | – | ﹤0.01% | 252 |
|
|
2022
Q4 | $7.07K | Buy |
+215
| New | +$7.07K | ﹤0.01% | 201 |
|