PSI Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-160
| Closed | -$8.66K | – | 950 |
|
|
2024
Q4 | $8.66K | Hold |
160
| – | – | ﹤0.01% | 553 |
|
|
2024
Q3 | $7.3K | Hold |
160
| – | – | ﹤0.01% | 592 |
|
|
2024
Q2 | $6.8K | Hold |
160
| – | – | ﹤0.01% | 579 |
|
|
2024
Q1 | $6.24K | Hold |
160
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $5.57K | Hold |
160
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $5.39K | Buy |
+160
| New | +$5.39K | ﹤0.01% | 582 |
|
|
2020
Q2 | – | Sell |
-32,340
| Closed | -$457K | – | 123 |
|
|
2020
Q1 | $457K | Sell |
32,340
-2,932
| -8% | -$41.4K | 0.42% | 55 |
|
|
2019
Q4 | $836K | Buy |
+35,272
| New | +$836K | 0.54% | 38 |
|