TCWP’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,856
| Closed | -$205K | – | 255 |
|
|
2023
Q1 | $205K | Sell |
6,856
-1,328
| -16% | -$39.7K | 0.04% | 239 |
|
|
2022
Q4 | $269K | Sell |
8,184
-862
| -10% | -$28.4K | 0.05% | 226 |
|
|
2022
Q3 | $258K | Buy |
9,046
+1,977
| +28% | +$56.4K | 0.05% | 227 |
|
|
2022
Q2 | $220K | Sell |
7,069
-145
| -2% | -$4.51K | 0.05% | 242 |
|
|
2022
Q1 | $241K | Buy |
+7,214
| New | +$241K | 0.04% | 253 |
|