Lantz Financial’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 |
-4,811
| Closed | -$220K | – | 239 |
|
|
2024
Q3 | $220K | Sell |
4,811
-2,522
| -34% | -$115K | 0.06% | 210 |
|
|
2024
Q2 | $312K | Sell |
7,333
-1,749
| -19% | -$74.3K | 0.1% | 165 |
|
|
2024
Q1 | $354K | Buy |
9,082
+316
| +4% | +$12.3K | 0.11% | 147 |
|
|
2023
Q4 | $305K | Buy |
8,766
+124
| +1% | +$4.32K | 0.11% | 155 |
|
|
2023
Q3 | $291K | Buy |
8,642
+253
| +3% | +$8.52K | 0.12% | 146 |
|
|
2023
Q2 | $274K | Buy |
8,389
+78
| +0.9% | +$2.55K | 0.11% | 158 |
|
|
2023
Q1 | $248K | Buy |
8,311
+42
| +0.5% | +$1.25K | 0.1% | 157 |
|
|
2022
Q4 | $272K | Buy |
8,269
+224
| +3% | +$7.37K | 0.12% | 138 |
|
|
2022
Q3 | $230K | Buy |
8,045
+134
| +2% | +$3.83K | 0.12% | 139 |
|
|
2022
Q2 | $247K | Buy |
7,911
+419
| +6% | +$13.1K | 0.11% | 143 |
|
|
2022
Q1 | $250K | Buy |
+7,492
| New | +$250K | 0.1% | 153 |
|