Vicus Capital’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 |
-8,321
| Closed | -$354K | – | 294 |
|
|
2024
Q2 | $354K | Buy |
8,321
+73
| +0.9% | +$3.1K | 0.03% | 197 |
|
|
2024
Q1 | $321K | Buy |
+8,248
| New | +$321K | 0.03% | 201 |
|
|
2023
Q4 | – | Sell |
-12,310
| Closed | -$415K | – | 262 |
|
|
2023
Q3 | $415K | Buy |
+12,310
| New | +$415K | 0.04% | 166 |
|