Jupiter Asset Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-53,449
| Closed | -$1.39M | – | 651 |
|
|
2021
Q3 | $1.39M | Buy |
53,449
+27,075
| +103% | +$702K | 0.02% | 381 |
|
|
2021
Q2 | $700K | Buy |
+26,374
| New | +$700K | 0.01% | 467 |
|
|
2020
Q1 | – | Sell |
-243,029
| Closed | -$5.76M | – | 227 |
|
|
2019
Q4 | $5.76M | Buy |
243,029
+2,412
| +1% | +$57.2K | 0.18% | 134 |
|
|
2019
Q3 | $5.79M | Buy |
+240,617
| New | +$5.79M | 0.19% | 129 |
|