FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $233K | Sell |
|
|||||
|
2024
Q2 | $275K | Sell |
|
|||||
|
2024
Q1 | $283K | Sell |
|
|||||
|
2023
Q4 | $336K | Sell |
|
|||||
|
2023
Q3 | $1.15M | Sell |
|
|||||
|
2023
Q2 | $2.61M | Hold |
|
|||||
|
2023
Q1 | $2.61M | Hold |
|
|||||
|
2022
Q4 | $2.61M | Sell |
|
|||||
|
2022
Q3 | $2.66M | Sell |
|
|||||
|
2022
Q2 | $2.9M | Sell |
|
|||||
|
2022
Q1 | $3.27M | Buy |
|
|||||
|
2021
Q4 | $2.46M | Buy |
|
|||||
|
2021
Q3 | $2.25M | Sell |
|
|||||
|
2021
Q2 | $2.49M | Buy |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
|||||
|
2020
Q4 | $19K | Hold |
|
|||||
|
2020
Q3 | $19 | Sell |
|
|||||
|
2020
Q2 | $100K | Sell |
|
|||||
|
2020
Q1 | $424K | Buy |
|
|||||
|
2019
Q4 | $200K | Sell |
|
|||||
|
2019
Q3 | $565K | Buy |
|
|||||
|
2019
Q2 | $602K | Buy |
|
|||||
|
2019
Q1 | $121K | Buy |
|
|||||
|
2018
Q4 | $89K | Buy |
|