SIG
Sargent Investment Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,785
| Closed | -$236K | – | 219 |
|
|
2023
Q4 | $236K | Hold |
6,785
| – | – | 0.05% | 184 |
|
|
2023
Q3 | $229K | Buy |
6,785
+5
| +0.1% | +$168 | 0.06% | 180 |
|
|
2023
Q2 | $221K | Buy |
+6,780
| New | +$221K | 0.05% | 177 |
|
|
2023
Q1 | – | Sell |
-6,615
| Closed | -$218K | – | 209 |
|
|
2022
Q4 | $218K | Buy |
+6,615
| New | +$218K | 0.07% | 167 |
|
|
2022
Q3 | – | Sell |
-7,065
| Closed | -$220K | – | 193 |
|
|
2022
Q2 | $220K | Buy |
+7,065
| New | +$220K | 0.07% | 159 |
|