Barrett Asset Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $77K | Hold |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $81K | Buy |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $76K | Hold |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $108K | Hold |
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|
2016
Q2 | $76K | Hold |
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|
2016
Q1 | $56K | Sell |
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|
2015
Q4 | $195K | Hold |
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|
2015
Q3 | $280K | Hold |
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|
2015
Q2 | $436K | Hold |
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|
2015
Q1 | $384K | Hold |
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|
2014
Q4 | $342K | Hold |
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|
2014
Q3 | $421K | Sell |
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|
2014
Q2 | $448K | Hold |
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|
2014
Q1 | $312K | Hold |
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|
2013
Q4 | $297K | Hold |
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|
2013
Q3 | $280K | Hold |
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|
2013
Q2 | $250K | Buy |
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