Edgemoor Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-22,383
| Closed | -$360K | – | 123 |
|
|
2016
Q1 | $360K | Sell |
22,383
-2,317
| -9% | -$37.3K | 0.06% | 101 |
|
|
2015
Q4 | $635K | Sell |
24,700
-7,644
| -24% | -$197K | 0.1% | 97 |
|
|
2015
Q3 | $1.19M | Buy |
32,344
+251
| +0.8% | +$9.25K | 0.18% | 82 |
|
|
2015
Q2 | $1.84M | Buy |
32,093
+4,465
| +16% | +$256K | 0.27% | 71 |
|
|
2015
Q1 | $1.4M | Buy |
27,628
+15,915
| +136% | +$805K | 0.2% | 78 |
|
|
2014
Q4 | $526K | Buy |
+11,713
| New | +$526K | 0.08% | 99 |
|