Blue Chip Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-53,703
| Closed | -$1.38M | – | 117 |
|
|
2015
Q4 | $1.38M | Sell |
53,703
-29,118
| -35% | -$748K | 0.72% | 47 |
|
|
2015
Q3 | $3.05M | Buy |
82,821
+1,291
| +2% | +$47.6K | 1.94% | 20 |
|
|
2015
Q2 | $4.68M | Buy |
81,530
+7,068
| +9% | +$406K | 2.99% | 2 |
|
|
2015
Q1 | $3.77M | Buy |
74,462
+4,224
| +6% | +$214K | 2.55% | 11 |
|
|
2014
Q4 | $3.16M | Buy |
+70,238
| New | +$3.16M | 2.2% | 15 |
|