PPWP
Proquility Private Wealth Partners’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.91M | Sell |
65,455
-17,353
| -21% | -$1.04M | 1.21% | 27 |
|
|
2024
Q4 | $4.48M | Sell |
82,808
-517
| -0.6% | -$28K | 1.44% | 23 |
|
|
2024
Q3 | $3.8M | Sell |
83,325
-4,974
| -6% | -$227K | 1.22% | 27 |
|
|
2024
Q2 | $3.75M | Sell |
88,299
-2,841
| -3% | -$121K | 1.28% | 25 |
|
|
2024
Q1 | $3.55M | Buy |
91,140
+7,728
| +9% | +$301K | 1.22% | 27 |
|
|
2023
Q4 | $2.91M | Sell |
83,412
-652
| -0.8% | -$22.7K | 1.1% | 32 |
|
|
2023
Q3 | $2.83M | Sell |
84,064
-796
| -0.9% | -$26.8K | 1.16% | 26 |
|
|
2023
Q2 | $2.77M | Buy |
84,860
+1,381
| +2% | +$45.1K | 1.08% | 31 |
|
|
2023
Q1 | $2.49M | Buy |
83,479
+257
| +0.3% | +$7.67K | 0.99% | 32 |
|
|
2022
Q4 | $2.74M | Sell |
83,222
-6,082
| -7% | -$200K | 1.13% | 29 |
|
|
2022
Q3 | $2.56M | Buy |
89,304
+34,730
| +64% | +$994K | 1.18% | 27 |
|
|
2022
Q2 | $1.7M | Sell |
54,574
-2,523
| -4% | -$78.7K | 0.73% | 51 |
|
|
2022
Q1 | $1.98M | Buy |
57,097
+22,496
| +65% | +$779K | 0.83% | 49 |
|
|
2021
Q4 | $1.04M | Buy |
+34,601
| New | +$1.04M | 0.37% | 68 |
|