Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $36.9K | Hold |
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|
2023
Q3 | $35.7K | Hold |
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|
2023
Q2 | $34.6K | Hold |
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|
2023
Q1 | $31.7K | Sell |
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|
2022
Q4 | $38.2K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $53K | Sell |
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|
2021
Q1 | $3.66M | Sell |
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|
2020
Q4 | $3.15M | Sell |
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|
2020
Q3 | $3.26M | Buy |
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|
2020
Q2 | $3.08M | Buy |
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|
2020
Q1 | $1.76M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $2.42M | Sell |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $2.39M | Buy |
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|
2017
Q4 | $2.65M | Buy |
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|
2017
Q3 | $2.56M | Buy |
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|
2017
Q2 | $2.57M | Buy |
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|
2017
Q1 | $2.26M | Buy |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $890K | Buy |
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|
2016
Q2 | $220K | Sell |
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|
2016
Q1 | $227K | Sell |
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|
2015
Q4 | $826K | Sell |
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|
2015
Q3 | $2.29M | Buy |
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|
2015
Q2 | $2.96M | Sell |
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|
2015
Q1 | $4.98M | Sell |
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|
2014
Q4 | $5.16M | Buy |
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|
2014
Q3 | $4.11M | Buy |
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|
2014
Q2 | $4.26M | Sell |
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|
2014
Q1 | $2.99M | Buy |
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|
2013
Q4 | $708K | Buy |
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|
2013
Q3 | $600K | Sell |
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|
2013
Q2 | $1.35M | Buy |
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