Gilbert & Cook’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,260
| Closed | -$309K | – | 224 |
|
|
2022
Q1 | $309K | Hold |
9,260
| – | – | 0.05% | 168 |
|
|
2021
Q4 | $241K | Hold |
9,260
| – | – | 0.04% | 199 |
|
|
2021
Q3 | $240K | Hold |
9,260
| – | – | 0.04% | 193 |
|
|
2021
Q2 | $246K | Hold |
9,260
| – | – | 0.04% | 190 |
|
|
2021
Q1 | $219K | Buy |
+9,260
| New | +$219K | 0.04% | 189 |
|