Kooman & Associates’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 |
-5,313
| Closed | -$226K | – | 48 |
|
|
2024
Q2 | $226K | Sell |
5,313
-867
| -14% | -$36.8K | 0.09% | 42 |
|
|
2024
Q1 | $241K | Buy |
6,180
+132
| +2% | +$5.14K | 0.1% | 35 |
|
|
2023
Q4 | $211K | Sell |
6,048
-84
| -1% | -$2.93K | 0.09% | 40 |
|
|
2023
Q3 | $207K | Sell |
6,132
-42
| -0.7% | -$1.42K | 0.1% | 39 |
|
|
2023
Q2 | $201K | Buy |
+6,174
| New | +$201K | 0.1% | 42 |
|
|
2023
Q1 | – | Sell |
-6,456
| Closed | -$212K | – | 43 |
|
|
2022
Q4 | $212K | Buy |
+6,456
| New | +$212K | 0.21% | 36 |
|