V Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,090
| Closed | -$604K | – | 408 |
|
|
2022
Q3 | $604K | Buy |
21,090
+3,049
| +17% | +$87.3K | 0.12% | 172 |
|
|
2022
Q2 | $563K | Buy |
+18,041
| New | +$563K | 0.11% | 202 |
|
|
2021
Q2 | – | Sell |
-19,593
| Closed | -$464K | – | 481 |
|
|
2021
Q1 | $464K | Sell |
19,593
-568
| -3% | -$13.5K | 0.09% | 261 |
|
|
2020
Q4 | $404K | Buy |
20,161
+2,939
| +17% | +$58.9K | 0.08% | 244 |
|
|
2020
Q3 | $338K | Buy |
+17,222
| New | +$338K | 0.23% | 113 |
|
|
2017
Q3 | – | Sell |
-3,174
| Closed | -$95K | – | 708 |
|
|
2017
Q2 | $95K | Buy |
+3,174
| New | +$95K | 0.04% | 244 |
|