Advisor Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $956K | Sell |
40,302
-4,225
| -9% | -$100K | 0.01% | 1221 |
|
2019
Q3 | $1.07M | Sell |
44,527
-5,484
| -11% | -$132K | 0.01% | 1100 |
|
2019
Q2 | $1.4M | Buy |
50,011
+1,731
| +4% | +$48.6K | 0.01% | 929 |
|
2019
Q1 | $1.39M | Sell |
48,280
-85,269
| -64% | -$2.45M | 0.01% | 895 |
|
2018
Q4 | $2.94M | Buy |
133,549
+72,620
| +119% | +$1.6M | 0.03% | 482 |
|
2018
Q3 | $1.66M | Buy |
60,929
+15,676
| +35% | +$426K | 0.02% | 725 |
|
2018
Q2 | $1.23M | Buy |
45,253
+2,980
| +7% | +$80.8K | 0.02% | 760 |
|
2018
Q1 | $1.05M | Sell |
42,273
-12,566
| -23% | -$312K | 0.01% | 835 |
|
2017
Q4 | $1.67M | Buy |
54,839
+8,520
| +18% | +$260K | 0.02% | 628 |
|
2017
Q3 | $1.39M | Sell |
46,319
-2,051
| -4% | -$61.5K | 0.02% | 653 |
|
2017
Q2 | $1.46M | Sell |
48,370
-510
| -1% | -$15.4K | 0.03% | 587 |
|
2017
Q1 | $1.45M | Buy |
48,880
+2,517
| +5% | +$74.4K | 0.03% | 564 |
|
2016
Q4 | $1.44M | Buy |
46,363
+9,896
| +27% | +$308K | 0.03% | 520 |
|
2016
Q3 | $1.12M | Sell |
36,467
-671
| -2% | -$20.6K | 0.03% | 596 |
|
2016
Q2 | $800K | Buy |
+37,138
| New | +$800K | 0.02% | 701 |
|