Western Pacific 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 |
-711
| Closed | -$30.2K | – | 264 |
|
|
2024
Q2 | $30.2K | Hold |
711
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $27.7K | Hold |
711
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $24.8K | Buy |
+711
| New | +$24.8K | 0.02% | 170 |
|
|
2022
Q1 | – | Sell |
-4,995
| Closed | -$130K | – | 241 |
|
|
2021
Q4 | $130K | Buy |
+4,995
| New | +$130K | 0.08% | 58 |
|