Jupiter Investment Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,453
| Closed | -$295K | – | 502 |
|
|
2019
Q4 | $295K | Sell |
12,453
-17,116
| -58% | -$405K | ﹤0.01% | 394 |
|
|
2019
Q3 | $711K | Buy |
+29,569
| New | +$711K | 0.01% | 373 |
|
|
2018
Q2 | – | Sell |
-38,100
| Closed | -$947K | – | 454 |
|
|
2018
Q1 | $947K | Buy |
+38,100
| New | +$947K | 0.01% | 292 |
|
|
2015
Q4 | – | Sell |
-16,200
| Closed | -$596K | – | 378 |
|
|
2015
Q3 | $596K | Buy |
+16,200
| New | +$596K | 0.02% | 239 |
|
|
2015
Q1 | – | Sell |
-12,200
| Closed | -$548K | – | 429 |
|
|
2014
Q4 | $548K | Buy |
+12,200
| New | +$548K | 0.02% | 295 |
|
|
2014
Q2 | – | Sell |
-39,400
| Closed | -$1.6M | – | 416 |
|
|
2014
Q1 | $1.6M | Buy |
+39,400
| New | +$1.6M | 0.11% | 190 |
|
|
2013
Q3 | – | Sell |
-270,400
| Closed | -$8.78M | – | 328 |
|
|
2013
Q2 | $8.78M | Buy |
+270,400
| New | +$8.78M | 1.06% | 13 |
|