Cypress Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.36M | Sell |
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|
2018
Q4 | $3.13M | Buy |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $2.61M | Buy |
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|
2018
Q1 | $1.86M | Hold |
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|
2017
Q4 | $2.28M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $1.47M | Sell |
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|
2016
Q4 | $2.26M | Sell |
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|
2016
Q3 | $2.23M | Buy |
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|
2016
Q2 | $804K | Buy |
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|
2016
Q1 | $558K | Buy |
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|
2015
Q4 | $690K | Sell |
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|
2015
Q3 | $1.53M | Buy |
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|
2015
Q2 | $2.36M | Buy |
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