NFSG
Newbridge Financial Services Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
2,926
+2,749
| +1,553% | +$173K | 0.03% | 304 |
|
|
2025
Q1 | $10.6K | Buy |
+177
| New | +$10.6K | ﹤0.01% | 676 |
|
|
2024
Q3 | – | Sell |
-8,843
| Closed | -$376K | – | 1126 |
|
|
2024
Q2 | $376K | Buy |
8,843
+5,468
| +162% | +$232K | 0.14% | 121 |
|
|
2024
Q1 | $132K | Buy |
3,375
+445
| +15% | +$17.3K | 0.06% | 250 |
|
|
2023
Q4 | $102K | Hold |
2,930
| – | – | 0.05% | 276 |
|
|
2023
Q3 | $98.7K | Sell |
2,930
-350
| -11% | -$11.8K | 0.05% | 301 |
|
|
2023
Q2 | $107K | Sell |
3,280
-250
| -7% | -$8.16K | 0.05% | 303 |
|
|
2023
Q1 | $105K | Sell |
3,530
-426
| -11% | -$12.7K | 0.06% | 311 |
|
|
2022
Q4 | $130K | Sell |
3,956
-804
| -17% | -$26.5K | 0.08% | 255 |
|
|
2022
Q3 | $136K | Sell |
4,760
-70
| -1% | -$2K | 0.08% | 246 |
|
|
2022
Q2 | $151K | Hold |
4,830
| – | – | 0.09% | 202 |
|
|
2022
Q1 | $161K | Buy |
4,830
+172
| +4% | +$5.73K | 0.08% | 231 |
|
|
2021
Q4 | $121K | Buy |
4,658
+28
| +0.6% | +$727 | 0.06% | 271 |
|
|
2021
Q3 | $120K | Sell |
4,630
-350
| -7% | -$9.07K | 0.08% | 246 |
|
|
2021
Q2 | $132K | Sell |
4,980
-298
| -6% | -$7.9K | 0.08% | 231 |
|
|
2021
Q1 | $125K | Buy |
+5,278
| New | +$125K | 0.09% | 223 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$1K | – | 1164 |
|
|
2020
Q3 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1017 |
|