Antonetti Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,800
| Closed | -$53.7K | – | 354 |
|
2023
Q1 | $53.7K | Buy |
1,800
+500
| +38% | +$14.9K | 0.08% | 93 |
|
2022
Q4 | $42.8K | Buy |
+1,300
| New | +$42.8K | 0.06% | 108 |
|
2022
Q1 | – | Sell |
-4,400
| Closed | -$115K | – | 410 |
|
2021
Q4 | $115K | Sell |
4,400
-1,771
| -29% | -$46.3K | 0.09% | 112 |
|
2021
Q3 | $160K | Buy |
+6,171
| New | +$160K | 0.13% | 89 |
|
2014
Q3 | – | Sell |
-100
| Closed | -$6K | – | 208 |
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 169 |
|
2014
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 190 |
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 211 |
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 280 |
|