CSat Investment Advisory’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$29K Buy
1,219
+216
+22% +$5.14K 0.02% 313
2020
Q4
$20K Sell
1,003
-13,205
-93% -$263K 0.02% 340
2020
Q3
$279K Sell
14,208
-3,391
-19% -$66.6K 0.02% 228
2020
Q2
$335K Buy
17,599
+12,838
+270% +$244K 0.04% 220
2020
Q1
$67K Sell
4,761
-601
-11% -$8.46K 0.01% 449
2019
Q4
$127K Buy
5,362
+3,926
+273% +$93K 0.03% 314
2019
Q3
$34K Buy
1,436
+198
+16% +$4.69K 0.01% 634
2019
Q2
$35K Buy
1,238
+910
+277% +$25.7K 0.01% 629
2019
Q1
$9K Sell
328
-52
-14% -$1.43K ﹤0.01% 452
2018
Q4
$8K Buy
380
+171
+82% +$3.6K ﹤0.01% 448
2018
Q3
$6K Sell
209
-97
-32% -$2.79K ﹤0.01% 455
2018
Q2
$8K Buy
+306
New +$8K ﹤0.01% 399