Heron Financial Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $779K | Sell |
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|
2023
Q1 | $729K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $768K | Buy |
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|
2022
Q2 | $836K | Sell |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $845K | Sell |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $746K | Sell |
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|
2021
Q1 | $729K | Sell |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $190K | Buy |
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