TAM
Todd Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-614,558
| Closed | -$18.4M | – | 225 |
|
|
2023
Q1 | $18.4M | Buy |
614,558
+6,242
| +1% | +$186K | 0.44% | 115 |
|
|
2022
Q4 | $20M | Buy |
608,316
+21,094
| +4% | +$694K | 0.49% | 98 |
|
|
2022
Q3 | $16.8M | Buy |
+587,222
| New | +$16.8M | 0.47% | 103 |
|