Glassman Wealth Services’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
Q1 | – | Sell |
-1,976
| Closed | -$68.8K | – | 1832 |
|
|
2023
Q4 | $68.8K | Buy |
1,976
+34
| +2% | +$1.19K | 0.01% | 377 |
|
|
2023
Q3 | $65.4K | Sell |
1,942
-45
| -2% | -$1.54K | 0.01% | 359 |
|
|
2023
Q2 | $64.8K | Sell |
1,987
-136
| -6% | -$4.08K | 0.01% | 343 |
|
|
2023
Q1 | $63.4K | Buy |
2,123
+446
| +27% | +$13.8K | 0.01% | 354 |
|
|
2022
Q4 | $55.2K | Buy |
1,677
+21
| +1% | +$684 | 0.01% | 396 |
|
|
2022
Q3 | $47K | Buy |
1,656
+129
| +8% | +$4.2K | 0.01% | 405 |
|
|
2022
Q2 | $48K | Buy |
1,527
+178
| +13% | +$6.14K | 0.01% | 410 |
|
|
2022
Q1 | $45K | Buy |
1,349
+92
| +7% | +$2.81K | 0.01% | 429 |
|
|
2021
Q4 | $33K | Buy |
1,257
+227
| +22% | +$6.27K | 0.01% | 478 |
|
|
2021
Q3 | $27K | Buy |
1,030
+73
| +8% | +$1.84K | 0.01% | 507 |
|
|
2021
Q2 | $25K | Buy |
957
+62
| +7% | +$1.59K | 0.01% | 517 |
|
|
2021
Q1 | $21K | Buy |
895
+153
| +21% | +$3.48K | ﹤0.01% | 521 |
|
|
2020
Q4 | $15K | Sell |
742
-46
| -6% | -$933 | ﹤0.01% | 614 |
|
|
2020
Q3 | $15K | Buy |
788
+368
| +88% | +$7.49K | ﹤0.01% | 523 |
|
|
2020
Q2 | $8K | Buy |
420
+137
| +48% | +$2.55K | ﹤0.01% | 544 |
|
|
2020
Q1 | $4K | Buy |
283
+202
| +249% | +$3.91K | ﹤0.01% | 571 |
|
|
2019
Q4 | $2K | Sell |
81
-75
| -48% | -$1.72K | ﹤0.01% | 804 |
|
|
2019
Q3 | $4K | Sell |
156
-6
| -4% | -$151 | ﹤0.01% | 592 |
|
|
2019
Q2 | $5K | Buy |
162
+39
| +32% | +$1.08K | ﹤0.01% | 564 |
|
|
2019
Q1 | $4K | Buy |
123
+44
| +56% | +$1.18K | ﹤0.01% | 596 |
|
|
2018
Q4 | $2K | Sell |
79
-54
| -41% | -$1.35K | ﹤0.01% | 582 |
|
|
2018
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $4K | Buy |
133
+105
| +375% | +$2.77K | ﹤0.01% | 474 |
|
|
2018
Q1 | $1K | Sell |
28
-21
| -43% | -$620 | ﹤0.01% | 682 |
|
|
2017
Q4 | $1K | Buy |
49
+11
| +29% | +$320 | ﹤0.01% | 625 |
|
|
2017
Q3 | $1K | Buy |
38
+18
| +90% | +$548 | ﹤0.01% | 512 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 503 |
|
|
2017
Q1 | $1K | Sell |
20
-38
| -66% | -$1.1K | ﹤0.01% | 536 |
|
|
2016
Q4 | $2K | Buy |
58
+42
| +263% | +$1.27K | ﹤0.01% | 524 |
|
|
2016
Q3 | $0 | Buy |
+16
| New | +$425 | ﹤0.01% | 593 |
|
Other funds holding WMB
