ZWJ Investment Counsel’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 |
-5,223
| Closed | -$222K | – | 251 |
|
|
2024
Q2 | $222K | Buy |
+5,223
| New | +$222K | 0.01% | 208 |
|
|
2020
Q1 | – | Sell |
-8,527
| Closed | -$202K | – | 220 |
|
|
2019
Q4 | $202K | Buy |
+8,527
| New | +$202K | 0.01% | 211 |
|
|
2018
Q1 | – | Sell |
-11,080
| Closed | -$338K | – | 277 |
|
|
2017
Q4 | $338K | Hold |
11,080
| – | – | 0.03% | 217 |
|
|
2017
Q3 | $333K | Hold |
11,080
| – | – | 0.03% | 203 |
|
|
2017
Q2 | $336K | Sell |
11,080
-20
| -0.2% | -$606 | 0.03% | 216 |
|
|
2017
Q1 | $328K | Buy |
+11,100
| New | +$328K | 0.03% | 233 |
|