Wealth Quarterback’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,464
| Closed | -$204K | – | 137 |
|
|
2024
Q3 | $204K | Sell |
4,464
-975
| -18% | -$44.5K | 0.11% | 120 |
|
|
2024
Q2 | $231K | Sell |
5,439
-178
| -3% | -$7.57K | 0.13% | 105 |
|
|
2024
Q1 | $219K | Buy |
+5,617
| New | +$219K | 0.12% | 107 |
|
|
2021
Q3 | $24K | Buy |
887
+9
| +1% | +$244 | 0.02% | 337 |
|
|
2021
Q2 | $24K | Buy |
+878
| New | +$24K | 0.01% | 324 |
|
|
2020
Q2 | – | Sell |
-1,743
| Closed | -$23.4K | – | 791 |
|
|
2020
Q1 | $23.4K | Sell |
1,743
-285
| -14% | -$3.82K | 0.02% | 317 |
|
|
2019
Q4 | $48.1K | Buy |
+2,028
| New | +$48.1K | 0.04% | 244 |
|