Centerpoint Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125
| Closed | -$7K | – | 468 |
|
|
2024
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 388 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | – | – | 459 |
|
|
2023
Q4 | $0 | Sell |
4
-143
| -97% | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $5K | Hold |
147
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $5K | Sell |
147
-449
| -75% | -$15.3K | ﹤0.01% | 397 |
|
|
2023
Q1 | $18K | Buy |
596
+592
| +14,800% | +$17.9K | 0.01% | 278 |
|
|
2022
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 527 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 311 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 283 |
|
|
2020
Q4 | $0 | Sell |
4
-282
| -99% | – | ﹤0.01% | 262 |
|
|
2020
Q3 | $6K | Hold |
286
| – | – | ﹤0.01% | 176 |
|
|
2020
Q2 | $5K | Hold |
286
| – | – | ﹤0.01% | 211 |
|
|
2020
Q1 | $4K | Hold |
286
| – | – | ﹤0.01% | 203 |
|
|
2019
Q4 | $7K | Hold |
286
| – | – | 0.01% | 189 |
|
|
2019
Q3 | $7K | Hold |
286
| – | – | 0.01% | 181 |
|
|
2019
Q2 | $8K | Hold |
286
| – | – | 0.01% | 170 |
|
|
2019
Q1 | $8K | Hold |
286
| – | – | 0.01% | 168 |
|
|
2018
Q4 | $6K | Hold |
286
| – | – | 0.01% | 174 |
|
|
2018
Q3 | $8K | Sell |
286
-369
| -56% | -$10.3K | 0.01% | 162 |
|
|
2018
Q2 | $18K | Buy |
655
+373
| +132% | +$10.3K | 0.02% | 148 |
|
|
2018
Q1 | $7K | Hold |
282
| – | – | 0.01% | 172 |
|
|
2017
Q4 | $9K | Buy |
+282
| New | +$9K | 0.01% | 145 |
|