M Holdings Securities’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 |
-8,536
| Closed | -$255K | – | 454 |
|
|
2023
Q1 | $255K | Buy |
8,536
+475
| +6% | +$14.2K | 0.03% | 275 |
|
|
2022
Q4 | $265K | Hold |
8,061
| – | – | 0.03% | 363 |
|
|
2022
Q3 | $231K | Buy |
8,061
+388
| +5% | +$11.1K | 0.03% | 372 |
|
|
2022
Q2 | $239K | Sell |
7,673
-1,017
| -12% | -$31.7K | 0.02% | 377 |
|
|
2022
Q1 | $290K | Buy |
+8,690
| New | +$290K | 0.02% | 398 |
|
|
2021
Q2 | $267K | Buy |
10,041
+256
| +3% | +$6.81K | 0.03% | 221 |
|
|
2021
Q1 | $232K | Buy |
+9,785
| New | +$232K | 0.02% | 439 |
|
|
2014
Q4 | – | Sell |
-512
| Closed | -$28K | – | 444 |
|
|
2014
Q3 | $28K | Buy |
+512
| New | +$28K | 0.02% | 469 |
|