First Personal Financial Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $137 | Buy |
+3
| New | +$137 | ﹤0.01% | 513 |
|
|
2021
Q3 | – | Sell |
-787
| Closed | -$21K | – | 328 |
|
|
2021
Q2 | $21K | Hold |
787
| – | – | 0.01% | 252 |
|
|
2021
Q1 | $19K | Hold |
787
| – | – | 0.01% | 248 |
|
|
2020
Q4 | $16K | Hold |
787
| – | – | ﹤0.01% | 258 |
|
|
2020
Q3 | $15K | Hold |
787
| – | – | ﹤0.01% | 247 |
|
|
2020
Q2 | $15K | Hold |
787
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $11K | Sell |
787
-378
| -32% | -$5.28K | ﹤0.01% | 243 |
|
|
2019
Q4 | $28K | Buy |
1,165
+24
| +2% | +$577 | 0.01% | 230 |
|
|
2019
Q3 | $27K | Sell |
1,141
-1,053
| -48% | -$24.9K | 0.01% | 303 |
|
|
2019
Q2 | $62K | Buy |
2,194
+414
| +23% | +$11.7K | 0.02% | 256 |
|
|
2019
Q1 | $51K | Sell |
1,780
-200
| -10% | -$5.73K | 0.02% | 271 |
|
|
2018
Q4 | $44K | Buy |
1,980
+200
| +11% | +$4.44K | 0.02% | 273 |
|
|
2018
Q3 | $48K | Hold |
1,780
| – | – | 0.02% | 294 |
|
|
2018
Q2 | $48K | Buy |
1,780
+78
| +5% | +$2.1K | 0.02% | 278 |
|
|
2018
Q1 | $42K | Hold |
1,702
| – | – | 0.01% | 474 |
|
|
2017
Q4 | $52K | Sell |
1,702
-220
| -11% | -$6.72K | 0.01% | 467 |
|
|
2017
Q3 | $58K | Buy |
1,922
+110
| +6% | +$3.32K | 0.01% | 396 |
|
|
2017
Q2 | $55K | Buy |
1,812
+765
| +73% | +$23.2K | 0.01% | 401 |
|
|
2017
Q1 | $31K | Buy |
1,047
+40
| +4% | +$1.18K | 0.01% | 492 |
|
|
2016
Q4 | $31K | Hold |
1,007
| – | – | 0.01% | 467 |
|
|
2016
Q3 | $31K | Buy |
1,007
+80
| +9% | +$2.46K | 0.01% | 358 |
|
|
2016
Q2 | $20K | Sell |
927
-460
| -33% | -$9.92K | 0.01% | 428 |
|
|
2016
Q1 | $22K | Sell |
1,387
-725
| -34% | -$11.5K | 0.01% | 231 |
|
|
2015
Q4 | $54K | Sell |
2,112
-1,410
| -40% | -$36.1K | 0.03% | 174 |
|
|
2015
Q3 | $130K | Sell |
3,522
-110
| -3% | -$4.06K | 0.08% | 125 |
|
|
2015
Q2 | $209K | Sell |
3,632
-50
| -1% | -$2.88K | 0.13% | 111 |
|
|
2015
Q1 | $187K | Hold |
3,682
| – | – | 0.11% | 115 |
|
|
2014
Q4 | $165K | Buy |
+3,682
| New | +$165K | 0.1% | 119 |
|