Gryphon Financial Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-22,906
| Closed | -$435K | – | 154 |
|
2020
Q2 | $435K | Buy |
22,906
+3,301
| +17% | +$62.7K | 0.13% | 80 |
|
2020
Q1 | $277K | Buy |
19,605
+1,421
| +8% | +$20.1K | 0.1% | 111 |
|
2019
Q4 | $431K | Buy |
18,184
+295
| +2% | +$6.99K | 0.11% | 100 |
|
2019
Q3 | $431K | Sell |
17,889
-11,086
| -38% | -$267K | 0.12% | 87 |
|
2019
Q2 | $812K | Sell |
28,975
-1,079
| -4% | -$30.2K | 0.23% | 49 |
|
2019
Q1 | $863K | Buy |
30,054
+1,496
| +5% | +$43K | 0.25% | 47 |
|
2018
Q4 | $629K | Sell |
28,558
-5,608
| -16% | -$124K | 0.16% | 99 |
|
2018
Q3 | $929K | Buy |
34,166
+32,626
| +2,119% | +$887K | 0.28% | 43 |
|
2018
Q2 | $42K | Buy |
1,540
+188
| +14% | +$5.13K | 0.02% | 256 |
|
2018
Q1 | $34K | Sell |
1,352
-1,007
| -43% | -$25.3K | 0.02% | 291 |
|
2017
Q4 | $72K | Buy |
+2,359
| New | +$72K | 0.04% | 190 |
|