Private Ocean’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 |
-529
| Closed | -$15.8K | – | 660 |
|
|
2023
Q1 | $15.8K | Buy |
+529
| New | +$15.8K | ﹤0.01% | 343 |
|
|
2022
Q4 | – | Sell |
-160
| Closed | -$4K | – | 642 |
|
|
2022
Q3 | $4K | Hold |
160
| – | – | ﹤0.01% | 445 |
|
|
2022
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 482 |
|
|
2018
Q1 | – | Sell |
-85
| Closed | -$3K | – | 529 |
|
|
2017
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 334 |
|