Guyasuta Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,970
| Closed | -$328K | – | 256 |
|
|
2023
Q1 | $328K | Buy |
+10,970
| New | +$328K | 0.03% | 187 |
|
|
2022
Q3 | – | Sell |
-10,310
| Closed | -$322K | – | 257 |
|
|
2022
Q2 | $322K | Buy |
+10,310
| New | +$322K | 0.03% | 206 |
|
|
2015
Q3 | – | Sell |
-12,020
| Closed | -$689K | – | 216 |
|
|
2015
Q2 | $689K | Sell |
12,020
-5,765
| -32% | -$330K | 0.09% | 133 |
|
|
2015
Q1 | $899K | Buy |
+17,785
| New | +$899K | 0.12% | 104 |
|
|
2014
Q3 | – | Sell |
-18,960
| Closed | -$1.1M | – | 223 |
|
|
2014
Q2 | $1.1M | Hold |
18,960
| – | – | 0.15% | 79 |
|
|
2014
Q1 | $769K | Sell |
18,960
-6,245
| -25% | -$253K | 0.11% | 114 |
|
|
2013
Q4 | $972K | Hold |
25,205
| – | – | 0.14% | 88 |
|
|
2013
Q3 | $916K | Buy |
25,205
+1,950
| +8% | +$70.9K | 0.15% | 83 |
|
|
2013
Q2 | $755K | Buy |
+23,255
| New | +$755K | 0.12% | 92 |
|