MWM
Midwest Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.17M | Buy |
64,987
+1,915
| +3% | +$64K | 1.32% | 26 |
|
|
2021
Q4 | $1.64M | Buy |
63,072
+6,778
| +12% | +$176K | 1.03% | 46 |
|
|
2021
Q3 | $1.46M | Buy |
56,294
+16,047
| +40% | +$416K | 1% | 50 |
|
|
2021
Q2 | $1.07M | Buy |
40,247
+9,773
| +32% | +$260K | 0.76% | 66 |
|
|
2021
Q1 | $722K | Buy |
30,474
+15,681
| +106% | +$372K | 0.59% | 74 |
|
|
2020
Q4 | $297K | Buy |
+14,793
| New | +$297K | 0.27% | 84 |
|