RFP Financial 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
Q3 | – | Sell |
-2,828
| Closed | -$120K | – | 802 |
|
|
2024
Q2 | $120K | Hold |
2,828
| – | – | 0.04% | 147 |
|
|
2024
Q1 | $110K | Hold |
2,828
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $98.5K | Hold |
2,828
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $95.3K | Hold |
2,828
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $92.3K | Hold |
2,828
| – | – | 0.04% | 157 |
|
|
2023
Q1 | $84.4K | Buy |
2,828
+1,000
| +55% | +$29.9K | 0.1% | 73 |
|
|
2022
Q4 | $60.1K | Buy |
+1,828
| New | +$60.1K | 0.03% | 177 |
|