Beach Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $487K | Hold |
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|
2019
Q1 | $499K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $960K | Hold |
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|
2017
Q4 | $1.18M | Hold |
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|
2017
Q3 | $1.16M | Hold |
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|
2017
Q2 | $1.17M | Hold |
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|
2017
Q1 | $1.14M | Buy |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $334K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $530K | Hold |
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|
2015
Q3 | $760K | Sell |
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|
2015
Q2 | $1.85M | Hold |
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|
2015
Q1 | $1.63M | Buy |
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|
2014
Q4 | $1.14M | Hold |
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|
2014
Q3 | $1.4M | Hold |
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|
2014
Q2 | $1.48M | Hold |
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|
2014
Q1 | $1.03M | Sell |
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|
2013
Q4 | $1.96M | Hold |
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|
2013
Q3 | $1.84M | Buy |
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