Doyle Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.31M | Buy |
290,301
+10,446
| +4% | +$299K | 0.71% | 51 |
|
|
2022
Q2 | $8.73M | Sell |
279,855
-9,470
| -3% | -$296K | 0.7% | 52 |
|
|
2022
Q1 | $9.67M | Sell |
289,325
-746
| -0.3% | -$24.9K | 0.7% | 51 |
|
|
2021
Q4 | $7.55M | Buy |
290,071
+609
| +0.2% | +$15.9K | 0.54% | 59 |
|
|
2021
Q3 | $7.51M | Buy |
289,462
+4,946
| +2% | +$128K | 0.6% | 58 |
|
|
2021
Q2 | $7.55M | Buy |
284,516
+1,525
| +0.5% | +$40.5K | 0.63% | 57 |
|
|
2021
Q1 | $6.7M | Sell |
282,991
-31,645
| -10% | -$750K | 0.64% | 55 |
|
|
2020
Q4 | $6.31M | Sell |
314,636
-31,921
| -9% | -$640K | 0.64% | 53 |
|
|
2020
Q3 | $6.81M | Sell |
346,557
-17,797
| -5% | -$350K | 0.79% | 48 |
|
|
2020
Q2 | $6.93M | Sell |
364,354
-105,139
| -22% | -$2M | 0.91% | 41 |
|
|
2020
Q1 | $6.64M | Sell |
469,493
-56,686
| -11% | -$802K | 1.06% | 38 |
|
|
2019
Q4 | $12.5M | Buy |
526,179
+6,886
| +1% | +$163K | 1.56% | 31 |
|
|
2019
Q3 | $12.5M | Sell |
519,293
-1,916
| -0.4% | -$46.1K | 1.73% | 25 |
|
|
2019
Q2 | $14.6M | Sell |
521,209
-3,841
| -0.7% | -$108K | 2.02% | 13 |
|
|
2019
Q1 | $14.5M | Sell |
525,050
-5,036
| -1% | -$139K | 2.1% | 15 |
|
|
2018
Q4 | $11.7M | Sell |
530,086
-13,144
| -2% | -$290K | 1.97% | 16 |
|
|
2018
Q3 | $14.8M | Sell |
543,230
-8,858
| -2% | -$241K | 2.3% | 13 |
|
|
2018
Q2 | $15M | Buy |
552,088
+8,656
| +2% | +$235K | 2.47% | 11 |
|
|
2018
Q1 | $13.5M | Buy |
543,432
+346
| +0.1% | +$8.6K | 2.27% | 16 |
|
|
2017
Q4 | $16.6M | Sell |
543,086
-6,929
| -1% | -$211K | 2.8% | 9 |
|
|
2017
Q3 | $16.5M | Buy |
550,015
+6,850
| +1% | +$206K | 2.89% | 8 |
|
|
2017
Q2 | $16.4M | Buy |
543,165
+11,959
| +2% | +$362K | 3.05% | 6 |
|
|
2017
Q1 | $15.7M | Buy |
+531,206
| New | +$15.7M | 3.2% | 6 |
|