IPG Investment Advisors’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 | – | Sell |
-25,117
| Closed | -$1.15M | – | 211 |
|
|
2024
Q3 | $1.15M | Buy |
+25,117
| New | +$1.15M | 0.25% | 70 |
|
|
2024
Q1 | – | Sell |
-19,092
| Closed | -$665K | – | 223 |
|
|
2023
Q4 | $665K | Sell |
19,092
-2,677
| -12% | -$93.2K | 0.13% | 100 |
|
|
2023
Q3 | $733K | Hold |
21,769
| – | – | 0.16% | 82 |
|
|
2023
Q2 | $710K | Buy |
21,769
+66
| +0.3% | +$2.15K | 0.16% | 86 |
|
|
2023
Q1 | $648K | Buy |
+21,703
| New | +$648K | 0.15% | 82 |
|