Intersect Capital’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$354K Sell
11,348
-2,925
-20% -$101K 0.11% 205
2022
Q1
$477K Buy
14,273
+260
+2% +$7.95K 0.09% 204
2021
Q4
$365K Sell
14,013
-337
-2% -$9.31K 0.07% 266
2021
Q3
$372K Buy
14,350
+932
+7% +$23.5K 0.06% 239
2021
Q2
$356K Buy
13,418
+1,899
+16% +$48.6K 0.06% 233
2021
Q1
$273K Buy
+11,519
New +$262K 0.06% 257

Other funds holding WMB

Intersect Capital's WMB Position: Q2 2022 in Review

Intersect Capital reduced its Williams Companies (WMB) stake by 20% in Q2 2022, selling an estimated $101K and leaving 11,348 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #205.

Intersect Capital first reported a position in WMB in Q1 2021 and has held it in 6 quarters since. The position peaked at $477K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold WMB as of Q2 2022.

  • Intersect Capital held 11,348 shares of Williams Companies worth $354K as of Q2 2022.
  • Intersect Capital sold 2,925 Williams Companies shares in Q2 2022, an estimated $101K.
  • Williams Companies made up 0.11% of Intersect Capital's portfolio in Q2 2022, its #205 holding.
  • Intersect Capital first reported a position in Williams Companies in Q1 2021 and has held it in 6 quarters since.
  • Intersect Capital's Williams Companies position peaked at $477K in Q1 2022.
  • 1,123 funds tracked by Wall St. Rank held Williams Companies as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.