SWS
SYSTM Wealth Solutions’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,246
| Closed | -$478K | – | 636 |
|
|
2024
Q2 | $478K | Sell |
11,246
-55,054
| -83% | -$2.34M | 0.11% | 146 |
|
|
2024
Q1 | $2.58M | Sell |
66,300
-2,848
| -4% | -$111K | 0.33% | 89 |
|
|
2023
Q4 | $2.41M | Buy |
69,148
+1,413
| +2% | +$49.2K | 0.33% | 82 |
|
|
2023
Q3 | $2.28M | Sell |
67,735
-6,859
| -9% | -$231K | 0.35% | 70 |
|
|
2023
Q2 | $2.43M | Buy |
74,594
+3,786
| +5% | +$124K | 0.33% | 73 |
|
|
2023
Q1 | $2.11M | Buy |
70,808
+6,056
| +9% | +$181K | 0.33% | 74 |
|
|
2022
Q4 | $2.13M | Buy |
+64,752
| New | +$2.13M | 0.26% | 104 |
|