Intrua Financial’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,679
| Closed | -$241K | – | 410 |
|
|
2024
Q2 | $241K | Sell |
5,679
-1,408
| -20% | -$59.8K | 0.04% | 343 |
|
|
2024
Q1 | $276K | Sell |
7,087
-2,581
| -27% | -$101K | 0.04% | 333 |
|
|
2023
Q4 | $337K | Sell |
9,668
-1,485
| -13% | -$51.7K | 0.05% | 296 |
|
|
2023
Q3 | $376K | Buy |
11,153
+208
| +2% | +$7.01K | 0.06% | 236 |
|
|
2023
Q2 | $357K | Buy |
10,945
+2,612
| +31% | +$85.2K | 0.06% | 245 |
|
|
2023
Q1 | $244K | Buy |
+8,333
| New | +$244K | 0.05% | 285 |
|
|
2022
Q3 | – | Sell |
-14,285
| Closed | -$446K | – | 361 |
|
|
2022
Q2 | $446K | Sell |
14,285
-74
| -0.5% | -$2.31K | 0.09% | 229 |
|
|
2022
Q1 | $480K | Buy |
14,359
+7
| +0% | +$234 | 0.09% | 235 |
|
|
2021
Q4 | $374K | Buy |
14,352
+4,775
| +50% | +$124K | 0.07% | 262 |
|
|
2021
Q3 | $271K | Buy |
+9,577
| New | +$271K | 0.05% | 306 |
|