American Portfolios Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.29M Buy
45,025
+30,191
+204% +$864K 0.05% 345
2022
Q2
$463K Buy
14,834
+972
+7% +$30.3K 0.02% 694
2022
Q1
$463K Buy
13,862
+2,534
+22% +$84.7K 0.02% 764
2021
Q4
$295K Sell
11,328
-104
-0.9% -$2.71K 0.01% 974
2021
Q3
$297K Buy
11,432
+853
+8% +$22.1K 0.01% 945
2021
Q2
$281K Buy
10,579
+1,589
+18% +$42.2K 0.01% 967
2021
Q1
$213K Buy
8,990
+3,808
+73% +$90.2K 0.01% 996
2020
Q4
$104K Buy
5,182
+1,465
+39% +$29.4K 0.01% 1137
2020
Q3
$73K Sell
3,717
-273
-7% -$5.37K ﹤0.01% 1197
2020
Q2
$75.9K Sell
3,990
-263
-6% -$5K 0.01% 1122
2020
Q1
$60.2K Buy
4,253
+74
+2% +$1.05K 0.01% 1089
2019
Q4
$99.1K Sell
4,179
-3,072
-42% -$72.9K 0.01% 1039
2019
Q3
$174K Buy
7,251
+1,042
+17% +$25.1K 0.01% 759
2019
Q2
$174K Sell
6,209
-1,771
-22% -$49.7K 0.01% 766
2019
Q1
$229K Buy
7,980
+3,478
+77% +$99.9K 0.02% 595
2018
Q4
$99.3K Sell
4,502
-5,575
-55% -$123K 0.01% 729
2018
Q3
$274K Sell
10,077
-452
-4% -$12.3K 0.03% 476
2018
Q2
$285K Buy
10,529
+1,688
+19% +$45.8K 0.04% 417
2018
Q1
$220K Buy
8,841
+1,668
+23% +$41.5K 0.03% 474
2017
Q4
$219K Buy
+7,173
New +$219K 0.03% 469