RegentAtlantic Capital’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.06M Buy
36,886
+21,446
+139% +$614K 0.03% 298
2022
Q2
$482K Buy
15,440
+1,680
+12% +$52.4K 0.02% 447
2022
Q1
$460K Buy
13,760
+381
+3% +$12.7K 0.01% 473
2021
Q4
$348K Buy
13,379
+1,168
+10% +$30.4K 0.01% 537
2021
Q3
$317K Buy
12,211
+2,911
+31% +$75.6K 0.01% 542
2021
Q2
$247K Buy
+9,300
New +$247K 0.01% 576
2015
Q1
Sell
-1,286
Closed -$57.8K 962
2014
Q4
$57.8K Buy
+1,286
New +$57.8K ﹤0.01% 559