Highland Private 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
Q3
Sell
-7,438
Closed -$232K 197
2022
Q2
$232K Sell
7,438
-115
-2% -$3.59K 0.04% 165
2022
Q1
$252K Buy
+7,553
New +$252K 0.03% 160