SWA
Sutton Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.6K | Buy |
819
+117
| +17% | +$3.94K | 0.01% | 313 |
|
|
2023
Q2 | $22.9K | Hold |
702
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $21K | Buy |
702
+110
| +19% | +$3.29K | 0.01% | 306 |
|
|
2022
Q4 | $19.5K | Buy |
592
+184
| +45% | +$6.05K | 0.01% | 702 |
|
|
2022
Q3 | $11.7K | Sell |
408
-20
| -5% | -$573 | ﹤0.01% | 844 |
|
|
2022
Q2 | $13.4K | Buy |
428
+58
| +16% | +$1.81K | 0.01% | 810 |
|
|
2022
Q1 | $12.4K | Buy |
370
+22
| +6% | +$735 | ﹤0.01% | 878 |
|
|
2021
Q4 | $9.06K | Hold |
348
| – | – | ﹤0.01% | 962 |
|
|
2021
Q3 | $9.03K | Buy |
348
+35
| +11% | +$908 | ﹤0.01% | 945 |
|
|
2021
Q2 | $8.31K | Hold |
313
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $7.42K | Buy |
313
+11
| +4% | +$261 | ﹤0.01% | 947 |
|
|
2020
Q4 | $6.06K | Buy |
302
+71
| +31% | +$1.42K | ﹤0.01% | 944 |
|
|
2020
Q3 | $4.54K | Buy |
231
+44
| +24% | +$865 | ﹤0.01% | 951 |
|
|
2020
Q2 | $3.56K | Sell |
187
-319
| -63% | -$6.07K | ﹤0.01% | 981 |
|
|
2020
Q1 | $7.16K | Sell |
506
-108
| -18% | -$1.53K | ﹤0.01% | 746 |
|
|
2019
Q4 | $14.6K | Sell |
614
-2
| -0.3% | -$47 | 0.01% | 718 |
|
|
2019
Q3 | $14.8K | Sell |
616
-59
| -9% | -$1.42K | 0.01% | 685 |
|
|
2019
Q2 | $18.9K | Buy |
675
+51
| +8% | +$1.43K | 0.01% | 596 |
|
|
2019
Q1 | $17.9K | Buy |
624
+48
| +8% | +$1.38K | 0.01% | 616 |
|
|
2018
Q4 | $12.7K | Buy |
576
+537
| +1,377% | +$11.8K | 0.01% | 676 |
|
|
2018
Q3 | $1.06K | Hold |
39
| – | – | ﹤0.01% | 1038 |
|
|
2018
Q2 | $1.06K | Hold |
39
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q1 | $970 | Hold |
39
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q4 | $1.19K | Hold |
39
| – | – | ﹤0.01% | 998 |
|
|
2017
Q3 | $1.17K | Hold |
39
| – | – | ﹤0.01% | 988 |
|
|
2017
Q2 | $1.18K | Hold |
39
| – | – | ﹤0.01% | 988 |
|
|
2017
Q1 | $1.15K | Sell |
39
-314
| -89% | -$9.29K | ﹤0.01% | 968 |
|
|
2016
Q4 | $11K | Hold |
353
| – | – | 0.01% | 667 |
|
|
2016
Q3 | $10.8K | Buy |
353
+122
| +53% | +$3.75K | 0.01% | 642 |
|
|
2016
Q2 | $5K | Sell |
231
-48
| -17% | -$1.04K | ﹤0.01% | 777 |
|
|
2016
Q1 | $4.48K | Buy |
+279
| New | +$4.48K | ﹤0.01% | 768 |
|