Tradition Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-421
| Closed | -$15K | – | 1190 |
|
|
2023
Q4 | $15K | Sell |
421
-109
| -21% | -$3.88K | ﹤0.01% | 915 |
|
|
2023
Q3 | $18K | Sell |
530
-11
| -2% | -$374 | ﹤0.01% | 874 |
|
|
2023
Q2 | $18K | Buy |
541
+131
| +32% | +$4.36K | ﹤0.01% | 907 |
|
|
2023
Q1 | $12K | Buy |
410
+257
| +168% | +$7.52K | ﹤0.01% | 970 |
|
|
2022
Q4 | $5K | Buy |
153
+58
| +61% | +$1.9K | ﹤0.01% | 1062 |
|
|
2022
Q3 | $3K | Sell |
95
-43
| -31% | -$1.36K | ﹤0.01% | 1173 |
|
|
2022
Q2 | $4K | Buy |
138
+1
| +0.7% | +$29 | ﹤0.01% | 1014 |
|
|
2022
Q1 | $5K | Buy |
137
+2
| +1% | +$73 | ﹤0.01% | 1052 |
|
|
2021
Q4 | $4K | Buy |
135
+1
| +0.7% | +$30 | ﹤0.01% | 1109 |
|
|
2021
Q3 | $3K | Buy |
134
+1
| +0.8% | +$22 | ﹤0.01% | 1137 |
|
|
2021
Q2 | $4K | Buy |
+133
| New | +$4K | ﹤0.01% | 1113 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$3K | – | 1056 |
|
|
2020
Q4 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 915 |
|