Braun Stacey Associates’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-262,345
Closed -$9.67M 151
2015
Q3
$9.67M Buy
262,345
+3,310
+1% +$122K 0.65% 83
2015
Q2
$14.9M Buy
259,035
+66,680
+35% +$3.83M 0.63% 79
2015
Q1
$9.73M Buy
192,355
+38,025
+25% +$1.92M 0.57% 89
2014
Q4
$6.94M Buy
+154,330
New +$6.94M 0.42% 94