Islay Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-400
| Closed | -$13.2K | – | 268 |
|
2022
Q4 | $13.2K | Hold |
400
| – | – | 0.02% | 182 |
|
2022
Q3 | $11K | Hold |
400
| – | – | 0.01% | 208 |
|
2022
Q2 | $12K | Hold |
400
| – | – | 0.01% | 231 |
|
2022
Q1 | $13K | Hold |
400
| – | – | 0.01% | 234 |
|
2021
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 244 |
|