FirstPurpose Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $379K | Sell |
9,749
-599
| -6% | -$23.3K | 0.14% | 136 |
|
|
2023
Q4 | $360K | Buy |
10,348
+465
| +5% | +$16.2K | 0.14% | 136 |
|
|
2023
Q3 | $333K | Buy |
9,883
+112
| +1% | +$3.77K | 0.14% | 120 |
|
|
2023
Q2 | $319K | Buy |
9,771
+1,043
| +12% | +$34K | 0.14% | 130 |
|
|
2023
Q1 | $261K | Buy |
8,728
+1,329
| +18% | +$39.7K | 0.13% | 145 |
|
|
2022
Q4 | $243K | Sell |
7,399
-795
| -10% | -$26.2K | 0.14% | 144 |
|
|
2022
Q3 | $235K | Buy |
8,194
+1,467
| +22% | +$42.1K | 0.15% | 124 |
|
|
2022
Q2 | $210K | Buy |
6,727
+412
| +7% | +$12.9K | 0.14% | 128 |
|
|
2022
Q1 | $211K | Buy |
+6,315
| New | +$211K | 0.16% | 125 |
|