Old North State Wealth Management’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,893
Closed -$336K 114
2024
Q2
$336K Buy
7,893
+1,594
+25% +$67.8K 0.22% 63
2024
Q1
$246K Buy
+6,299
New +$246K 0.16% 80