Strategic Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,460
| Closed | -$1.19M | – | 255 |
|
|
2023
Q3 | $1.19M | Sell |
35,460
-31,160
| -47% | -$1.05M | 0.2% | 77 |
|
|
2023
Q2 | $2.17M | Buy |
66,620
+56,342
| +548% | +$1.84M | 0.3% | 39 |
|
|
2023
Q1 | $307K | Buy |
10,278
+570
| +6% | +$17K | 0.06% | 195 |
|
|
2022
Q4 | $319K | Buy |
+9,708
| New | +$319K | 0.07% | 183 |
|
|
2022
Q3 | – | Sell |
-56,473
| Closed | -$1.76M | – | 216 |
|
|
2022
Q2 | $1.76M | Sell |
56,473
-2,122
| -4% | -$66.2K | 0.35% | 47 |
|
|
2022
Q1 | $1.96M | Sell |
58,595
-1,837
| -3% | -$61.4K | 0.37% | 46 |
|
|
2021
Q4 | $1.57M | Buy |
60,432
+1,975
| +3% | +$51.4K | 0.3% | 61 |
|
|
2021
Q3 | $1.52M | Buy |
58,457
+6,099
| +12% | +$158K | 0.33% | 59 |
|
|
2021
Q2 | $1.39M | Buy |
52,358
+23,121
| +79% | +$614K | 0.32% | 67 |
|
|
2021
Q1 | $693K | Buy |
+29,237
| New | +$693K | 0.18% | 102 |
|