Greylin Investment Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,200
| Closed | -$242K | – | 85 |
|
2024
Q1 | $242K | Sell |
6,200
-450
| -7% | -$17.5K | 0.04% | 71 |
|
2023
Q4 | $232K | Sell |
6,650
-325
| -5% | -$11.3K | 0.04% | 73 |
|
2023
Q3 | $235K | Sell |
6,975
-1,800
| -21% | -$60.6K | 0.04% | 68 |
|
2023
Q2 | $286K | Sell |
8,775
-400
| -4% | -$13.1K | 0.05% | 59 |
|
2023
Q1 | $274K | Sell |
9,175
-150
| -2% | -$4.48K | 0.05% | 64 |
|
2022
Q4 | $307K | Sell |
9,325
-50
| -0.5% | -$1.65K | 0.06% | 57 |
|
2022
Q3 | $268K | Sell |
9,375
-150
| -2% | -$4.29K | 0.06% | 62 |
|
2022
Q2 | $297K | Sell |
9,525
-1,575
| -14% | -$49.1K | 0.06% | 63 |
|
2022
Q1 | $371K | Sell |
11,100
-900
| -8% | -$30.1K | 0.06% | 67 |
|
2021
Q4 | $312K | Hold |
12,000
| – | – | 0.06% | 79 |
|
2021
Q3 | $311K | Sell |
12,000
-450
| -4% | -$11.7K | 0.06% | 81 |
|
2021
Q2 | $331K | Sell |
12,450
-50
| -0.4% | -$1.33K | 0.06% | 79 |
|
2021
Q1 | $296K | Sell |
12,500
-100
| -0.8% | -$2.37K | 0.06% | 78 |
|
2020
Q4 | $253K | Sell |
12,600
-425
| -3% | -$8.53K | 0.06% | 80 |
|
2020
Q3 | $256K | Buy |
+13,025
| New | +$256K | 0.07% | 70 |
|