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 |
|