Arbor Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$228K | – | 125 |
|
|
2024
Q3 | $228K | Buy |
+5,000
| New | +$228K | 0.03% | 107 |
|
|
2022
Q2 | – | Sell |
-13,001
| Closed | -$434K | – | 118 |
|
|
2022
Q1 | $434K | Buy |
13,001
+3,000
| +30% | +$100K | 0.08% | 64 |
|
|
2021
Q4 | $260K | Hold |
10,001
| – | – | 0.05% | 96 |
|
|
2021
Q3 | $259K | Hold |
10,001
| – | – | 0.05% | 87 |
|
|
2021
Q2 | $266K | Hold |
10,001
| – | – | 0.06% | 88 |
|
|
2021
Q1 | $237K | Hold |
10,001
| – | – | 0.05% | 87 |
|
|
2020
Q4 | $201K | Hold |
10,001
| – | – | 0.05% | 94 |
|
|
2020
Q3 | $197K | Hold |
10,001
| – | – | 0.05% | 88 |
|
|
2020
Q2 | $190K | Hold |
10,001
| – | – | 0.05% | 82 |
|
|
2020
Q1 | $142K | Hold |
10,001
| – | – | 0.05% | 74 |
|
|
2019
Q4 | $237K | Hold |
10,001
| – | – | 0.07% | 77 |
|
|
2019
Q3 | $241K | Hold |
10,001
| – | – | 0.07% | 73 |
|
|
2019
Q2 | $280K | Buy |
+10,001
| New | +$280K | 0.09% | 66 |
|