Mirabella Financial Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,253
| Closed | -$496K | – | 726 |
|
|
2023
Q4 | $496K | Sell |
14,253
-38,422
| -73% | -$1.34M | 0.07% | 207 |
|
|
2023
Q3 | $1.77M | Buy |
+52,675
| New | +$1.77M | 0.25% | 105 |
|
|
2022
Q4 | – | Sell |
-13,928
| Closed | -$403K | – | 540 |
|
|
2022
Q3 | $403K | Buy |
+13,928
| New | +$403K | 0.04% | 184 |
|
|
2022
Q2 | – | Sell |
-13,996
| Closed | -$467K | – | 740 |
|
|
2022
Q1 | $467K | Buy |
+13,996
| New | +$467K | 0.05% | 254 |
|
|
2021
Q3 | – | Sell |
-154,702
| Closed | -$4.11M | – | 559 |
|
|
2021
Q2 | $4.11M | Buy |
+154,702
| New | +$4.11M | 0.74% | 39 |
|