FCAG
First Capital Advisors Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $257K | Sell |
7,877
-5,031
| -39% | -$164K | 0.13% | 121 |
|
|
2023
Q1 | $385K | Sell |
12,908
-1,236
| -9% | -$36.9K | 0.25% | 90 |
|
|
2022
Q4 | $465K | Buy |
14,144
+1,470
| +12% | +$48.4K | 0.32% | 81 |
|
|
2022
Q3 | $363K | Sell |
12,674
-34
| -0.3% | -$974 | 0.3% | 91 |
|
|
2022
Q2 | $397K | Sell |
12,708
-1,636
| -11% | -$51.1K | 0.27% | 95 |
|
|
2022
Q1 | $479K | Sell |
14,344
-1,274
| -8% | -$42.5K | 0.31% | 54 |
|
|
2021
Q4 | $407K | Buy |
+15,618
| New | +$407K | 0.22% | 56 |
|
|
2018
Q4 | $478K | Sell |
21,695
-497
| -2% | -$11K | 0.36% | 62 |
|
|
2018
Q3 | $603K | Buy |
+22,192
| New | +$603K | 0.37% | 66 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | – | – | 768 |
|
|
2018
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 890 |
|