SteelPeak Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,806
| Closed | -$858K | – | 542 |
|
|
2024
Q3 | $858K | Sell |
18,806
-294
| -2% | -$13.4K | 0.04% | 242 |
|
|
2024
Q2 | $812K | Buy |
+19,100
| New | +$812K | 0.04% | 242 |
|
|
2024
Q1 | – | Sell |
-12,489
| Closed | -$435K | – | 479 |
|
|
2023
Q4 | $435K | Sell |
12,489
-3,725
| -23% | -$130K | 0.03% | 284 |
|
|
2023
Q3 | $546K | Buy |
16,214
+5,493
| +51% | +$185K | 0.03% | 238 |
|
|
2023
Q2 | $350K | Sell |
10,721
-167
| -2% | -$5.45K | 0.02% | 292 |
|
|
2023
Q1 | $325K | Buy |
10,888
+2,184
| +25% | +$65.2K | 0.02% | 282 |
|
|
2022
Q4 | $286K | Sell |
8,704
-116
| -1% | -$3.82K | 0.02% | 308 |
|
|
2022
Q3 | $253K | Sell |
8,820
-597
| -6% | -$17.1K | 0.02% | 338 |
|
|
2022
Q2 | $294K | Sell |
9,417
-5,499
| -37% | -$172K | 0.02% | 317 |
|
|
2022
Q1 | $498K | Buy |
+14,916
| New | +$498K | 0.03% | 277 |
|
|
2021
Q2 | – | Sell |
-28,253
| Closed | -$669K | – | 440 |
|
|
2021
Q1 | $669K | Buy |
+28,253
| New | +$669K | 0.05% | 190 |
|
|
2020
Q4 | – | Sell |
-12,144
| Closed | -$239K | – | 330 |
|
|
2020
Q3 | $239K | Buy |
+12,144
| New | +$239K | 0.03% | 235 |
|
|
2020
Q2 | – | Sell |
-10,050
| Closed | -$142K | – | 286 |
|
|
2020
Q1 | $142K | Buy |
+10,050
| New | +$142K | 0.02% | 216 |
|