James Investment Research’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-54
| Closed | -$2K | – | 544 |
|
|
2023
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 506 |
|
|
2022
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 482 |
|