Frontier 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
Q2 | $392K | Hold |
12,565
| – | – | 0.03% | 267 |
|
|
2022
Q1 | $437K | Hold |
12,565
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $327K | Hold |
12,565
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $326K | Sell |
12,565
-298
| -2% | -$7.73K | 0.02% | 313 |
|
|
2021
Q2 | $342K | Sell |
12,863
-452
| -3% | -$12K | 0.02% | 315 |
|
|
2021
Q1 | $315K | Buy |
13,315
+300
| +2% | +$7.1K | 0.02% | 300 |
|
|
2020
Q4 | $261K | Sell |
13,015
-1,154
| -8% | -$23.1K | 0.02% | 315 |
|
|
2020
Q3 | $278K | Sell |
14,169
-230
| -2% | -$4.51K | 0.03% | 295 |
|
|
2020
Q2 | $274K | Buy |
14,399
+1,780
| +14% | +$33.9K | 0.03% | 285 |
|
|
2020
Q1 | $179K | Buy |
12,619
+429
| +4% | +$6.09K | 0.03% | 267 |
|
|
2019
Q4 | $289K | Sell |
12,190
-3,635
| -23% | -$86.2K | 0.05% | 233 |
|
|
2019
Q3 | $381K | Hold |
15,825
| – | – | 0.06% | 218 |
|
|
2019
Q2 | $444K | Sell |
15,825
-30,758
| -66% | -$863K | 0.07% | 208 |
|
|
2019
Q1 | $1.34M | Sell |
46,583
-56
| -0.1% | -$1.61K | 0.18% | 124 |
|
|
2018
Q4 | $1.03M | Sell |
46,639
-3,444
| -7% | -$75.9K | 0.16% | 141 |
|
|
2018
Q3 | $1.36M | Buy |
50,083
+4,288
| +9% | +$117K | 0.13% | 123 |
|
|
2018
Q2 | $1.24M | Sell |
45,795
-228
| -0.5% | -$6.18K | 0.18% | 127 |
|
|
2018
Q1 | $1.14M | Buy |
46,023
+1,030
| +2% | +$25.6K | 0.16% | 140 |
|
|
2017
Q4 | $1.37M | Sell |
44,993
-1,609
| -3% | -$49.1K | 0.22% | 107 |
|
|
2017
Q3 | $1.4M | Sell |
46,602
-1,271
| -3% | -$38.2K | 0.2% | 122 |
|
|
2017
Q2 | $1.45M | Hold |
47,873
| – | – | 0.22% | 109 |
|
|
2017
Q1 | $1.42M | Sell |
47,873
-215
| -0.4% | -$6.36K | 0.22% | 116 |
|
|
2016
Q4 | $1.5M | Sell |
48,088
-100
| -0.2% | -$3.11K | 0.24% | 111 |
|
|
2016
Q3 | $1.48M | Sell |
48,188
-500
| -1% | -$15.4K | 0.22% | 107 |
|
|
2016
Q2 | $1.05M | Hold |
48,688
| – | – | 0.17% | 128 |
|
|
2016
Q1 | $782K | Buy |
48,688
+328
| +0.7% | +$5.27K | 0.07% | 162 |
|
|
2015
Q4 | $1.24M | Sell |
48,360
-5,400
| -10% | -$139K | 0.2% | 113 |
|
|
2015
Q3 | $1.98M | Buy |
53,760
+33,583
| +166% | +$1.24M | 0.31% | 84 |
|
|
2015
Q2 | $1.16M | Buy |
20,177
+12,842
| +175% | +$737K | 0.18% | 116 |
|
|
2015
Q1 | $371K | Buy |
7,335
+1,200
| +20% | +$60.7K | 0.06% | 201 |
|
|
2014
Q4 | $276K | Buy |
+6,135
| New | +$276K | 0.05% | 200 |
|