Tyler-Stone 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
Q3 | – | Sell |
-1,200
| Closed | -$51K | – | 895 |
|
|
2024
Q2 | $51K | Hold |
1,200
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $46.8K | Hold |
1,200
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $41.8K | Sell |
1,200
-1,080
| -47% | -$37.6K | 0.02% | 377 |
|
|
2023
Q3 | $77K | Hold |
2,280
| – | – | 0.04% | 282 |
|
|
2023
Q2 | $74K | Buy |
+2,280
| New | +$74K | 0.04% | 288 |
|