Liberty Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,358
| Closed | -$84K | – | 1105 |
|
|
2021
Q3 | $84K | Buy |
3,358
+1,826
| +119% | +$45.7K | 0.03% | 323 |
|
|
2021
Q2 | $41K | Buy |
1,532
+1,292
| +538% | +$34.6K | 0.02% | 364 |
|
|
2021
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 715 |
|
|
2020
Q4 | $5K | Buy |
240
+4
| +2% | +$83 | ﹤0.01% | 711 |
|
|
2020
Q3 | $5K | Buy |
236
+5
| +2% | +$106 | ﹤0.01% | 639 |
|
|
2020
Q2 | $4K | Buy |
231
+5
| +2% | +$87 | ﹤0.01% | 669 |
|
|
2020
Q1 | $3K | Buy |
226
+6
| +3% | +$80 | ﹤0.01% | 705 |
|
|
2019
Q4 | $5K | Sell |
220
-143
| -39% | -$3.25K | ﹤0.01% | 682 |
|
|
2019
Q3 | $9K | Buy |
+363
| New | +$9K | 0.01% | 544 |
|
|
2019
Q1 | – | Sell |
-1,319
| Closed | -$29K | – | 861 |
|
|
2018
Q4 | $29K | Buy |
+1,319
| New | +$29K | 0.02% | 277 |
|