Kings Point Capital Management’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
Q1 | $523K | Buy |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $367K | Hold |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $442K | Sell |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $670K | Sell |
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|
2018
Q4 | $515K | Sell |
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|
2018
Q3 | $2.23M | Buy |
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|
2018
Q2 | $562K | Buy |
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|
2018
Q1 | $461K | Buy |
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|
2017
Q4 | $505K | Sell |
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|
2017
Q3 | $664K | Buy |
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|
2017
Q2 | $660K | Hold |
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|
2017
Q1 | $645K | Buy |
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|
2016
Q4 | $394K | Buy |
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|
2016
Q3 | $297K | Buy |
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|
2016
Q2 | $209K | Hold |
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|
2016
Q1 | $155K | Hold |
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|
2015
Q4 | $248K | Buy |
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|
2015
Q3 | $356K | Sell |
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|
2015
Q2 | $865K | Buy |
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|
2015
Q1 | $548K | Hold |
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|
2014
Q4 | $487K | Buy |
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|
2014
Q3 | $598K | Hold |
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|
2014
Q2 | $629K | Buy |
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|
2014
Q1 | $428K | Hold |
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|
2013
Q4 | $407K | Hold |
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|
2013
Q3 | $384K | Hold |
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|
2013
Q2 | $343K | Buy |
|