SA
Syntax Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $245K | Sell |
7,279
-770
| -10% | -$25.9K | 0.22% | 107 |
|
|
2023
Q2 | $263K | Sell |
8,049
-762
| -9% | -$24.9K | 0.21% | 103 |
|
|
2023
Q1 | $263K | Buy |
8,811
+916
| +12% | +$27.4K | 0.2% | 122 |
|
|
2022
Q4 | $260K | Sell |
7,895
-3,204
| -29% | -$105K | 0.22% | 107 |
|
|
2022
Q3 | $318K | Buy |
11,099
+1,338
| +14% | +$38.3K | 0.27% | 66 |
|
|
2022
Q2 | $305K | Sell |
9,761
-432
| -4% | -$13.5K | 0.26% | 76 |
|
|
2022
Q1 | $341K | Sell |
10,193
-3,615
| -26% | -$121K | 0.29% | 72 |
|
|
2021
Q4 | $360K | Buy |
+13,808
| New | +$360K | 0.27% | 80 |
|