Fernwood Investment Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $807K | Hold |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $660K | Hold |
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|
2023
Q3 | $638K | Hold |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $702K | Hold |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $748K | Hold |
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|
2022
Q1 | $801K | Hold |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $648K | Hold |
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|
2021
Q2 | $663K | Hold |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $588K | Sell |
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|
2019
Q3 | $738K | Sell |
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|
2019
Q2 | $870K | Sell |
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|
2019
Q1 | $899K | Buy |
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|
2018
Q4 | $687K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $989K | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $1.48M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $984K | Buy |
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|
2016
Q2 | $663K | Buy |
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|
2016
Q1 | $491K | Sell |
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|
2015
Q4 | $1.03M | Sell |
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|
2015
Q3 | $1.53M | Buy |
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|
2015
Q2 | $2.29M | Hold |
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|
2015
Q1 | $2.02M | Buy |
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|
2014
Q4 | $1.76M | Buy |
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|
2014
Q3 | $2.13M | Buy |
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|
2014
Q2 | $2.2M | Buy |
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|
2014
Q1 | $1.31M | Buy |
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|
2013
Q4 | $1.24M | Buy |
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