Carroll Financial Associates’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
Q4 | $65K | Sell |
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|
2021
Q3 | $66K | Buy |
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|
2021
Q2 | $64K | Buy |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $46K | Sell |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $39K | Sell |
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|
2019
Q4 | $66K | Buy |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $54K | Sell |
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|
2018
Q3 | $76K | Buy |
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|
2018
Q2 | $65K | Sell |
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|
2018
Q1 | $72K | Sell |
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|
2017
Q4 | $102K | Sell |
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|
2017
Q3 | $147K | Buy |
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|
2017
Q2 | $116K | Sell |
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|
2017
Q1 | $126K | Sell |
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|
2016
Q4 | $136K | Hold |
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|
2016
Q3 | $134K | Sell |
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|
2016
Q2 | $99K | Hold |
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|
2016
Q1 | $73K | Buy |
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|
2015
Q4 | $110K | Sell |
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|
2015
Q3 | $246K | Sell |
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|
2015
Q2 | $425K | Buy |
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|
2015
Q1 | $90K | Hold |
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|
2014
Q4 | $81K | Sell |
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|
2014
Q3 | $257K | Sell |
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|
2014
Q2 | $515K | Sell |
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|
2014
Q1 | $788K | Buy |
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|
2013
Q4 | $723K | Sell |
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|
2013
Q3 | $1.02M | Buy |
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|
2013
Q2 | $522K | Buy |
|