ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.25K | Sell |
100
-1,540
| -94% | -$65.5K | ﹤0.01% | 603 |
|
|
2024
Q1 | $63.9K | Sell |
1,640
-264
| -14% | -$10.3K | 0.01% | 494 |
|
|
2023
Q4 | $66.3K | Buy |
+1,904
| New | +$66.3K | 0.01% | 450 |
|
|
2023
Q3 | – | Sell |
-1,652
| Closed | -$53.9K | – | 1243 |
|
|
2023
Q2 | $53.9K | Sell |
1,652
-1,082
| -40% | -$35.3K | 0.01% | 479 |
|
|
2023
Q1 | $81.6K | Sell |
2,734
-200
| -7% | -$5.97K | 0.02% | 375 |
|
|
2022
Q4 | $96.5K | Buy |
+2,934
| New | +$96.5K | 0.02% | 371 |
|
|
2022
Q3 | – | Sell |
-7,100
| Closed | -$248K | – | 393 |
|
|
2022
Q2 | $248K | Buy |
7,100
+386
| +6% | +$13.5K | 0.05% | 318 |
|
|
2022
Q1 | $251K | Buy |
+6,714
| New | +$251K | 0.05% | 316 |
|