JWM

Janiczek Wealth Management’s Williams Companies WMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$288K	Hold	6,778	–	–	0.06%	137
2024 Q1	$264K	Buy	6,778 +1	+0%	+$39	0.06%	149
2023 Q4	$236K	Buy	6,777 +9	+0.1%	+$313	0.06%	141
2023 Q3	$228K	Hold	6,768	–	–	0.06%	131
2023 Q2	$221K	Hold	6,768	–	–	0.06%	119
2023 Q1	$206K	Sell	6,768 -164	-2%	-$4.98K	0.06%	118
2022 Q4	$228K	Hold	6,932	–	–	0.06%	106
2022 Q3	$203K	Buy	6,932 +115	+2%	+$3.37K	0.07%	97
2022 Q2	$232K	Buy	6,817 +1,468	+27%	+$50K	0.07%	87
2022 Q1	$179K	Hold	5,349	–	–	0.05%	126
2021 Q4	$139K	Hold	5,349	–	–	0.04%	146
2021 Q3	$139K	Hold	5,349	–	–	0.05%	132
2021 Q2	$142K	Hold	5,349	–	–	0.05%	113
2021 Q1	$127K	Hold	5,349	–	–	0.05%	113
2020 Q4	$107K	Buy	5,349 +49	+0.9%	+$980	0.05%	99
2020 Q3	$104K	Hold	5,300	–	–	0.06%	64
2020 Q2	$101K	Hold	5,300	–	–	0.06%	56
2020 Q1	$75K	Hold	5,300	–	–	0.04%	52
2019 Q4	$126K	Hold	5,300	–	–	0.06%	49
2019 Q3	$128K	Hold	5,300	–	–	0.06%	47
2019 Q2	$149K	Hold	5,300	–	–	0.07%	40
2019 Q1	$152K	Hold	5,300	–	–	0.07%	46
2018 Q4	$117K	Hold	5,300	–	–	0.06%	55
2018 Q3	$144K	Hold	5,300	–	–	0.08%	44
2018 Q2	$144K	Buy	+5,300	New	+$144K	0.08%	45
2017 Q1	–	Sell	-5,300	Closed	-$165K	–	52
2016 Q4	$165K	Buy	+5,300	New	+$165K	0.07%	30