SAM
Secure Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,810
| Closed | -$1.77M | – | 342 |
|
|
2024
Q3 | $1.77M | Sell |
38,810
-1,531
| -4% | -$69.9K | 0.3% | 78 |
|
|
2024
Q2 | $1.71M | Buy |
40,341
+2,849
| +8% | +$121K | 0.32% | 69 |
|
|
2024
Q1 | $1.46M | Buy |
37,492
+1,524
| +4% | +$59.4K | 0.34% | 67 |
|
|
2023
Q4 | $1.25M | Buy |
35,968
+384
| +1% | +$13.4K | 0.34% | 73 |
|
|
2023
Q3 | $1.2M | Sell |
35,584
-21,167
| -37% | -$713K | 0.36% | 65 |
|
|
2023
Q2 | $1.85M | Buy |
56,751
+3,786
| +7% | +$124K | 0.56% | 44 |
|
|
2023
Q1 | $1.58M | Buy |
52,965
+5,529
| +12% | +$165K | 0.53% | 58 |
|
|
2022
Q4 | $1.56M | Buy |
47,436
+31,362
| +195% | +$1.03M | 0.56% | 51 |
|
|
2022
Q3 | $460K | Buy |
16,074
+4,470
| +39% | +$128K | 0.26% | 80 |
|
|
2022
Q2 | $362K | Buy |
+11,604
| New | +$362K | 0.2% | 102 |
|