Intersect Capital’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$354K Sell
11,348
-2,925
-20% -$91.2K 0.11% 205
2022
Q1
$477K Buy
14,273
+260
+2% +$8.69K 0.09% 204
2021
Q4
$365K Sell
14,013
-337
-2% -$8.78K 0.07% 266
2021
Q3
$372K Buy
14,350
+932
+7% +$24.2K 0.06% 237
2021
Q2
$356K Buy
13,418
+1,899
+16% +$50.4K 0.06% 232
2021
Q1
$273K Buy
+11,519
New +$273K 0.06% 256