Householder Group Estate & Retirement Specialist’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54K | Sell |
1,000
-930
| -48% | -$50.2K | 0.04% | 208 |
|
|
2024
Q3 | $88K | Buy |
1,930
+7
| +0.4% | +$319 | 0.03% | 387 |
|
|
2024
Q2 | $81K | Buy |
1,923
+294
| +18% | +$12.4K | 0.02% | 391 |
|
|
2024
Q1 | $63.5K | Buy |
1,629
+8
| +0.5% | +$312 | 0.02% | 431 |
|
|
2023
Q4 | $56K | Buy |
1,621
+8
| +0.5% | +$276 | 0.02% | 442 |
|
|
2023
Q3 | $54.4K | Buy |
+1,613
| New | +$54.4K | 0.02% | 429 |
|
|
2023
Q1 | $59K | Buy |
+1,963
| New | +$59K | 0.02% | 411 |
|
|
2022
Q4 | – | Sell |
-2,883
| Closed | -$82K | – | 1168 |
|
|
2022
Q3 | $82K | Buy |
+2,883
| New | +$82K | 0.03% | 300 |
|