J. Goldman & Co’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-240,823
| Closed | -$11M | – | 498 |
|
|
2024
Q3 | $11M | Buy |
+240,823
| New | +$11M | 0.31% | 68 |
|
|
2022
Q3 | – | Sell |
-77,319
| Closed | -$2.41M | – | 380 |
|
|
2022
Q2 | $2.41M | Buy |
+77,319
| New | +$2.41M | 0.12% | 127 |
|
|
2021
Q4 | – | Sell |
-216,777
| Closed | -$5.62M | – | 346 |
|
|
2021
Q3 | $5.62M | Buy |
+216,777
| New | +$5.62M | 0.28% | 69 |
|
|
2021
Q2 | – | Sell |
-297,450
| Closed | -$7.05M | – | 428 |
|
|
2021
Q1 | $7.05M | Buy |
+297,450
| New | +$7.05M | 0.23% | 73 |
|
|
2019
Q2 | – | Sell |
-57,286
| Closed | -$1.65M | – | 255 |
|
|
2019
Q1 | $1.65M | Buy |
+57,286
| New | +$1.65M | 0.09% | 106 |
|
|
2015
Q3 | – | Sell |
-56,213
| Closed | -$3.23M | – | 237 |
|
|
2015
Q2 | $3.23M | Buy |
+56,213
| New | +$3.23M | 0.2% | 81 |
|
|
2014
Q3 | – | Sell |
-16,084
| Closed | -$936K | – | 256 |
|
|
2014
Q2 | $936K | Sell |
16,084
-37,761
| -70% | -$2.2M | 0.07% | 112 |
|
|
2014
Q1 | $2.19M | Buy |
+53,845
| New | +$2.19M | 0.16% | 94 |
|