Valley Wealth Managers’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 |
-130
| Closed | -$5.53K | – | 460 |
|
|
2024
Q2 | $5.53K | Buy |
+130
| New | +$5.53K | ﹤0.01% | 303 |
|
|
2022
Q4 | – | Sell |
-700
| Closed | -$20K | – | 505 |
|
|
2022
Q3 | $20K | Sell |
700
-1,350
| -66% | -$38.6K | ﹤0.01% | 290 |
|
|
2022
Q2 | $64K | Buy |
+2,050
| New | +$64K | 0.01% | 235 |
|
|
2019
Q3 | – | Sell |
-11,304
| Closed | -$317K | – | 206 |
|
|
2019
Q2 | $317K | Buy |
11,304
+1,431
| +14% | +$40.1K | 0.03% | 165 |
|
|
2019
Q1 | $284K | Sell |
9,873
-3,541
| -26% | -$102K | 0.03% | 179 |
|
|
2018
Q4 | $296K | Sell |
13,414
-600
| -4% | -$13.2K | 0.04% | 140 |
|
|
2018
Q3 | $381K | Buy |
+14,014
| New | +$381K | 0.05% | 104 |
|
|
2018
Q1 | – | Sell |
-7,956
| Closed | -$243K | – | 127 |
|
|
2017
Q4 | $243K | Sell |
7,956
-2,272
| -22% | -$69.4K | 0.03% | 112 |
|
|
2017
Q3 | $307K | Buy |
10,228
+1,103
| +12% | +$33.1K | 0.04% | 105 |
|
|
2017
Q2 | $276K | Buy |
9,125
+4,250
| +87% | +$129K | 0.04% | 113 |
|
|
2017
Q1 | $144K | Buy |
4,875
+900
| +23% | +$26.6K | 0.02% | 120 |
|
|
2016
Q4 | $124K | Sell |
3,975
-100
| -2% | -$3.12K | 0.02% | 123 |
|
|
2016
Q3 | $125K | Buy |
4,075
+100
| +3% | +$3.07K | 0.02% | 127 |
|
|
2016
Q2 | $86K | Buy |
+3,975
| New | +$86K | 0.01% | 128 |
|