Baystate Wealth 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
Q4 | $14.8K | Buy |
424
+308
| +266% | +$10.8K | ﹤0.01% | 635 |
|
|
2023
Q3 | $3.92K | Buy |
116
+47
| +68% | +$1.59K | ﹤0.01% | 713 |
|
|
2023
Q2 | $2.28K | Sell |
69
-108
| -61% | -$3.57K | ﹤0.01% | 825 |
|
|
2023
Q1 | $5.31K | Buy |
177
+3
| +2% | +$90 | ﹤0.01% | 677 |
|
|
2022
Q4 | $6K | Buy |
174
+2
| +1% | +$69 | ﹤0.01% | 674 |
|
|
2022
Q3 | $5K | Buy |
172
+2
| +1% | +$58 | ﹤0.01% | 654 |
|
|
2022
Q2 | $5K | Buy |
170
+2
| +1% | +$59 | ﹤0.01% | 676 |
|
|
2022
Q1 | $6K | Sell |
168
-101
| -38% | -$3.61K | ﹤0.01% | 646 |
|
|
2021
Q4 | $7K | Buy |
269
+105
| +64% | +$2.73K | ﹤0.01% | 619 |
|
|
2021
Q3 | $4K | Buy |
164
+102
| +165% | +$2.49K | ﹤0.01% | 628 |
|
|
2021
Q2 | $2K | Buy |
62
+1
| +2% | +$32 | ﹤0.01% | 684 |
|
|
2021
Q1 | $1K | Buy |
61
+1
| +2% | +$16 | ﹤0.01% | 712 |
|
|
2020
Q4 | $1K | Buy |
60
+1
| +2% | +$17 | ﹤0.01% | 658 |
|
|
2020
Q3 | $1K | Buy |
59
+2
| +4% | +$34 | ﹤0.01% | 622 |
|
|
2020
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 636 |
|
|
2020
Q1 | $1K | Buy |
57
+2
| +4% | +$35 | ﹤0.01% | 582 |
|
|
2019
Q4 | $1K | Buy |
55
+1
| +2% | +$18 | ﹤0.01% | 606 |
|
|
2019
Q3 | $1K | Buy |
54
+1
| +2% | +$19 | ﹤0.01% | 559 |
|
|
2019
Q2 | $2K | Buy |
53
+1
| +2% | +$38 | ﹤0.01% | 514 |
|
|
2019
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 525 |
|
|
2018
Q4 | $1K | Buy |
52
+1
| +2% | +$19 | ﹤0.01% | 647 |
|
|
2018
Q3 | $1K | Sell |
51
-91
| -64% | -$1.78K | ﹤0.01% | 656 |
|
|
2018
Q2 | $4K | Buy |
142
+92
| +184% | +$2.59K | ﹤0.01% | 492 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 638 |
|
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 527 |
|
|
2017
Q3 | $2K | Sell |
50
-1
| -2% | -$40 | ﹤0.01% | 512 |
|
|
2017
Q2 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 522 |
|
|
2017
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 483 |
|