FAM
Formidable Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,293
| Closed | -$379K | – | 397 |
|
|
2024
Q3 | $379K | Sell |
8,293
-8,724
| -51% | -$398K | 0.06% | 258 |
|
|
2024
Q2 | $723K | Sell |
17,017
-2,021
| -11% | -$85.9K | 0.12% | 167 |
|
|
2024
Q1 | $742K | Buy |
19,038
+1,845
| +11% | +$71.9K | 0.12% | 175 |
|
|
2023
Q4 | $599K | Sell |
17,193
-4,674
| -21% | -$163K | 0.12% | 156 |
|
|
2023
Q3 | $737K | Sell |
21,867
-4,613
| -17% | -$155K | 0.16% | 125 |
|
|
2023
Q2 | $864K | Buy |
26,480
+2,731
| +11% | +$89.1K | 0.19% | 97 |
|
|
2023
Q1 | $709K | Buy |
23,749
+2,271
| +11% | +$67.8K | 0.15% | 132 |
|
|
2022
Q4 | $707K | Buy |
21,478
+1,010
| +5% | +$33.2K | 0.16% | 122 |
|
|
2022
Q3 | $598K | Buy |
20,468
+491
| +2% | +$14.3K | 0.14% | 131 |
|
|
2022
Q2 | $626K | Buy |
19,977
+5,013
| +34% | +$157K | 0.14% | 133 |
|
|
2022
Q1 | $500K | Sell |
14,964
-5,204
| -26% | -$174K | 0.1% | 184 |
|
|
2021
Q4 | $527K | Sell |
20,168
-14,998
| -43% | -$392K | 0.1% | 182 |
|
|
2021
Q3 | $912K | Buy |
35,166
+1,529
| +5% | +$39.7K | 0.17% | 110 |
|
|
2021
Q2 | $834K | Buy |
+33,637
| New | +$834K | 0.18% | 108 |
|
|
2016
Q1 | – | Sell |
-7,079
| Closed | -$162K | – | 545 |
|
|
2015
Q4 | $162K | Sell |
7,079
-15
| -0.2% | -$343 | 0.11% | 148 |
|
|
2015
Q3 | $261K | Buy |
7,094
+921
| +15% | +$33.9K | 0.17% | 121 |
|
|
2015
Q2 | $354K | Buy |
6,173
+200
| +3% | +$11.5K | 0.23% | 98 |
|
|
2015
Q1 | $299K | Buy |
5,973
+5,881
| +6,392% | +$294K | 0.2% | 104 |
|
|
2014
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 420 |
|
|
2014
Q3 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 402 |
|