Occudo Quantitative Strategies’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 |
-71,179
| Closed | -$2.13M | – | 1323 |
|
|
2023
Q1 | $2.13M | Buy |
+71,179
| New | +$2.13M | 0.19% | 148 |
|
|
2022
Q1 | – | Sell |
-63,693
| Closed | -$1.66M | – | 1349 |
|
|
2021
Q4 | $1.66M | Buy |
+63,693
| New | +$1.66M | 0.15% | 195 |
|
|
2021
Q1 | – | Sell |
-66,217
| Closed | -$1.33M | – | 947 |
|
|
2020
Q4 | $1.33M | Buy |
+66,217
| New | +$1.33M | 0.42% | 28 |
|