Homrich & Berg’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$255K Buy
2021
Q2
$217K Buy
2018
Q4
Sell
2018
Q3
$353K Buy
2018
Q2
$316K Buy
2017
Q2
Sell
2017
Q1
$408K Buy
2015
Q4
Sell
2015
Q3
$793K Buy
2015
Q2
$1.1M Buy
2015
Q1
$940K Sell
2014
Q4
$1.13M Sell
2014
Q3
$1.76M Buy
2014
Q2
$1.81M Buy
2014
Q1
$1.12M Sell
2013
Q4
$1.16M Sell
2013
Q3
$1.16M Buy