Private Portfolio Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $516K | Buy |
9,531
+2,086
| +28% | +$113K | 0.09% | 163 |
|
|
2024
Q3 | $340K | Buy |
+7,445
| New | +$340K | 0.06% | 209 |
|
|
2024
Q2 | – | Sell |
-6,145
| Closed | -$239K | – | 278 |
|
|
2024
Q1 | $239K | Buy |
6,145
+77
| +1% | +$3K | 0.05% | 245 |
|
|
2023
Q4 | $211K | Buy |
6,068
+113
| +2% | +$3.94K | 0.05% | 244 |
|
|
2023
Q3 | $201K | Buy |
+5,955
| New | +$201K | 0.05% | 242 |
|