Inspire Investing’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 |
-12,768
| Closed | -$445K | – | 877 |
|
|
2023
Q4 | $445K | Buy |
12,768
+1,902
| +18% | +$66.8K | 0.05% | 324 |
|
|
2023
Q3 | $366K | Sell |
10,866
-1,171
| -10% | -$40K | 0.05% | 308 |
|
|
2023
Q2 | $393K | Sell |
12,037
-1,786
| -13% | -$53.6K | 0.05% | 341 |
|
|
2023
Q1 | $413K | Buy |
13,823
+2,156
| +18% | +$66.6K | 0.05% | 278 |
|
|
2022
Q4 | $384K | Sell |
11,667
-18,391
| -61% | -$599K | 0.05% | 236 |
|
|
2022
Q3 | $861K | Buy |
30,058
+19,092
| +174% | +$622K | 0.12% | 140 |
|
|
2022
Q2 | $342K | Sell |
10,966
-1,352
| -11% | -$46.7K | 0.05% | 235 |
|
|
2022
Q1 | $412K | Sell |
12,318
-2,770
| -18% | -$84.7K | 0.05% | 247 |
|
|
2021
Q4 | $393K | Buy |
15,088
+221
| +1% | +$6.11K | 0.05% | 258 |
|
|
2021
Q3 | $386K | Sell |
14,867
-4,226
| -22% | -$106K | 0.05% | 248 |
|
|
2021
Q2 | $507K | Buy |
19,093
+682
| +4% | +$17.5K | 0.07% | 313 |
|
|
2021
Q1 | $436K | Sell |
18,411
-470
| -2% | -$10.7K | 0.07% | 356 |
|
|
2020
Q4 | $379K | Buy |
18,881
+250
| +1% | +$5.07K | 0.08% | 322 |
|
|
2020
Q3 | $366K | Sell |
18,631
-824
| -4% | -$16.8K | 0.1% | 197 |
|
|
2020
Q2 | $370K | Sell |
19,455
-6,855
| -26% | -$128K | 0.13% | 155 |
|
|
2020
Q1 | $372K | Buy |
26,310
+1,071
| +4% | +$20.7K | 0.15% | 162 |
|
|
2019
Q4 | $599K | Buy |
25,239
+4,760
| +23% | +$109K | 0.21% | 150 |
|
|
2019
Q3 | $493K | Buy |
20,479
+1,739
| +9% | +$43.8K | 0.19% | 170 |
|
|
2019
Q2 | $525K | Buy |
18,740
+2,378
| +15% | +$66.1K | 0.22% | 138 |
|
|
2019
Q1 | $470K | Buy |
16,362
+4,417
| +37% | +$118K | 0.22% | 148 |
|
|
2018
Q4 | $263K | Buy |
11,945
+735
| +7% | +$18.4K | 0.18% | 175 |
|
|
2018
Q3 | $305K | Buy |
11,210
+148
| +1% | +$4.29K | 0.19% | 152 |
|
|
2018
Q2 | $300K | Buy |
11,062
+1,562
| +16% | +$41.2K | 0.21% | 125 |
|
|
2018
Q1 | $236K | Buy |
9,500
+3,395
| +56% | +$100K | 0.24% | 162 |
|
|
2017
Q4 | $186K | Buy |
+6,105
| New | +$178K | 0.16% | 98 |
|
Other funds holding WMB
