Sugarloaf Wealth Management’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 |
-274
| Closed | -$9.25K | – | 719 |
|
|
2023
Q3 | $9.25K | Sell |
274
-3,896
| -93% | -$131K | ﹤0.01% | 474 |
|
|
2023
Q2 | $136K | Sell |
4,170
-1,851
| -31% | -$60.4K | 0.03% | 180 |
|
|
2023
Q1 | $180K | Buy |
6,021
+3,762
| +167% | +$112K | 0.04% | 139 |
|
|
2022
Q4 | $74.3K | Buy |
2,259
+1,424
| +171% | +$46.9K | 0.02% | 229 |
|
|
2022
Q3 | $24K | Sell |
835
-545
| -39% | -$15.7K | 0.01% | 398 |
|
|
2022
Q2 | $43K | Buy |
1,380
+1,177
| +580% | +$36.7K | 0.01% | 306 |
|
|
2022
Q1 | $7K | Hold |
203
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $5K | Hold |
203
| – | – | ﹤0.01% | 596 |
|
|
2021
Q3 | $5K | Hold |
203
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $5K | Sell |
203
-1,061
| -84% | -$26.1K | ﹤0.01% | 600 |
|
|
2021
Q1 | $17 | Buy |
1,264
+172
| +16% | +$2 | 0.01% | 437 |
|
|
2020
Q4 | $22K | Buy |
1,092
+378
| +53% | +$7.62K | 0.01% | 369 |
|
|
2020
Q3 | $15K | Buy |
714
+460
| +181% | +$9.66K | 0.01% | 406 |
|
|
2020
Q2 | $5K | Buy |
254
+51
| +25% | +$1K | ﹤0.01% | 532 |
|
|
2020
Q1 | $3K | Hold |
203
| – | – | ﹤0.01% | 580 |
|
|
2019
Q4 | $5K | Buy |
+203
| New | +$5K | ﹤0.01% | 555 |
|