Retirement Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $29.6K | Hold |
760
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $26.5K | Hold |
760
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $25.6K | Hold |
760
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $24.8K | Hold |
760
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $23K | Buy |
760
+175
| +30% | +$5.3K | 0.01% | 290 |
|
|
2022
Q4 | $19K | Buy |
585
+200
| +52% | +$6.5K | 0.01% | 286 |
|
|
2022
Q3 | $11K | Sell |
385
-400
| -51% | -$11.4K | 0.01% | 243 |
|
|
2022
Q2 | $24K | Buy |
785
+200
| +34% | +$6.12K | 0.01% | 296 |
|
|
2022
Q1 | $20K | Buy |
585
+385
| +193% | +$13.2K | 0.01% | 348 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 537 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 566 |
|
|
2020
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 537 |
|