Foresight Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39,931
| Closed | -$1.14M | – | 106 |
|
|
2022
Q3 | $1.14M | Buy |
39,931
+1,412
| +4% | +$40.4K | 0.26% | 28 |
|
|
2022
Q2 | $1.2M | Buy |
38,519
+1,777
| +5% | +$55.5K | 0.25% | 29 |
|
|
2022
Q1 | $1.23M | Buy |
36,742
+6,495
| +21% | +$217K | 0.23% | 34 |
|
|
2021
Q4 | $788K | Buy |
30,247
+857
| +3% | +$22.3K | 0.01% | 51 |
|
|
2021
Q3 | $762K | Sell |
29,390
-1,086
| -4% | -$28.2K | 0.15% | 48 |
|
|
2021
Q2 | $809K | Buy |
30,476
+4,352
| +17% | +$116K | 0.18% | 52 |
|
|
2021
Q1 | $619K | Buy |
26,124
+8,543
| +49% | +$202K | 0.16% | 60 |
|
|
2020
Q4 | $353K | Buy |
+17,581
| New | +$353K | 0.09% | 83 |
|