Peak Financial Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62,400
| Closed | -$2.04M | – | 75 |
|
|
2023
Q2 | $2.04M | Buy |
62,400
+3,018
| +5% | +$98.5K | 1.6% | 24 |
|
|
2023
Q1 | $1.77M | Sell |
59,382
-1,672
| -3% | -$49.9K | 1.5% | 22 |
|
|
2022
Q4 | $2.01M | Buy |
61,054
+1,202
| +2% | +$39.5K | 1.83% | 18 |
|
|
2022
Q3 | $1.71M | Buy |
59,852
+714
| +1% | +$20.4K | 2.11% | 17 |
|
|
2022
Q2 | $1.85M | Buy |
+59,138
| New | +$1.85M | 1.83% | 17 |
|