Berman Capital Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $286K | Buy |
11,107
+1,256
| +13% | +$32.3K | 0.05% | 209 |
|
|
2021
Q2 | $260K | Buy |
9,851
+739
| +8% | +$19.5K | 0.04% | 192 |
|
|
2021
Q1 | $214K | Buy |
9,112
+798
| +10% | +$18.7K | 0.04% | 182 |
|
|
2020
Q4 | $166K | Sell |
8,314
-969
| -10% | -$19.3K | 0.04% | 190 |
|
|
2020
Q3 | $181K | Buy |
9,283
+622
| +7% | +$12.1K | 0.05% | 154 |
|
|
2020
Q2 | $162K | Sell |
8,661
-4,057
| -32% | -$75.9K | 0.04% | 166 |
|
|
2020
Q1 | $178K | Buy |
12,718
+490
| +4% | +$6.86K | 0.06% | 135 |
|
|
2019
Q4 | $289K | Buy |
12,228
+880
| +8% | +$20.8K | 0.08% | 110 |
|
|
2019
Q3 | $271K | Buy |
11,348
+363
| +3% | +$8.67K | 0.08% | 109 |
|
|
2019
Q2 | $305K | Buy |
10,985
+546
| +5% | +$15.2K | 0.1% | 102 |
|
|
2019
Q1 | $298K | Buy |
10,439
+1,722
| +20% | +$49.2K | 0.1% | 99 |
|
|
2018
Q4 | $190K | Buy |
+8,717
| New | +$190K | 0.07% | 107 |
|