Berman Capital Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | $166K | Sell |
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|
2020
Q3 | $181K | Buy |
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|
2020
Q2 | $162K | Sell |
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|
2020
Q1 | $178K | Buy |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $271K | Buy |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $298K | Buy |
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|
2018
Q4 | $190K | Buy |
|