HWM
Hohimer Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-84,060
| Closed | -$2.62M | – | 199 |
|
|
2022
Q2 | $2.62M | Sell |
84,060
-69,862
| -45% | -$2.18M | 0.77% | 56 |
|
|
2022
Q1 | $5.14M | Buy |
153,922
+3,252
| +2% | +$109K | 1.01% | 25 |
|
|
2021
Q4 | $3.92M | Sell |
150,670
-13,162
| -8% | -$343K | 0.83% | 39 |
|
|
2021
Q3 | $4.25M | Buy |
163,832
+1,309
| +0.8% | +$34K | 0.89% | 34 |
|
|
2021
Q2 | $4.32M | Buy |
162,523
+8,133
| +5% | +$216K | 0.88% | 34 |
|
|
2021
Q1 | $3.66M | Buy |
154,390
+8,771
| +6% | +$208K | 0.89% | 34 |
|
|
2020
Q4 | $2.92M | Sell |
145,619
-4,561
| -3% | -$91.5K | 0.77% | 36 |
|
|
2020
Q3 | $2.9M | Buy |
150,180
+113,174
| +306% | +$2.18M | 0.83% | 35 |
|
|
2020
Q2 | $704K | Sell |
37,006
-23,666
| -39% | -$450K | 0.24% | 127 |
|
|
2020
Q1 | $1.12M | Buy |
60,672
+28,811
| +90% | +$534K | 0.47% | 88 |
|
|
2019
Q4 | $756K | Buy |
+31,861
| New | +$756K | 0.26% | 142 |
|