WR Wealth Planners’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 | $29.6K | Buy |
547
+5
| +0.9% | +$271 | 0.01% | 394 |
|
|
2024
Q3 | $24.7K | Hold |
542
| – | – | 0.01% | 446 |
|
|
2024
Q2 | $23K | Sell |
542
-162
| -23% | -$6.89K | 0.01% | 424 |
|
|
2024
Q1 | $27.4K | Buy |
+704
| New | +$27.4K | 0.01% | 405 |
|
|
2023
Q4 | – | Sell |
-388
| Closed | -$13.1K | – | 862 |
|
|
2023
Q3 | $13.1K | Hold |
388
| – | – | 0.01% | 497 |
|
|
2023
Q2 | $12.7K | Hold |
388
| – | – | ﹤0.01% | 506 |
|
|
2023
Q1 | $11.6K | Buy |
+388
| New | +$11.6K | 0.01% | 518 |
|