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First Trust Investment Solutions’s Williams Companies WMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.02M Buy
22,413
+4,257
+23% +$194K 0.12% 137
2024
Q2
$772K Sell
18,156
-911
-5% -$38.7K 0.11% 146
2024
Q1
$743K Sell
19,067
-4,639
-20% -$181K 0.13% 119
2023
Q4
$826K Buy
+23,706
New +$826K 0.17% 103