Laurel Wealth Advisors (California)’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.81M | Sell |
55,136
-12
| -0% | -$395 | 0.18% | 130 |
|
|
2022
Q3 | $1.58M | Buy |
55,148
+4,530
| +9% | +$130K | 0.17% | 136 |
|
|
2022
Q2 | $1.58M | Buy |
50,618
+2,509
| +5% | +$78.3K | 0.16% | 139 |
|
|
2022
Q1 | $1.61M | Buy |
48,109
+29,166
| +154% | +$975K | 0.13% | 167 |
|
|
2021
Q4 | $493K | Buy |
18,943
+6,606
| +54% | +$172K | 0.04% | 454 |
|
|
2021
Q3 | $320K | Sell |
12,337
-430
| -3% | -$11.2K | 0.06% | 323 |
|
|
2021
Q2 | $339K | Buy |
12,767
+2,035
| +19% | +$54K | 0.04% | 368 |
|
|
2021
Q1 | $254K | Sell |
10,732
-2,375
| -18% | -$56.2K | 0.04% | 390 |
|
|
2020
Q4 | $263K | Buy |
13,107
+500
| +4% | +$10K | 0.04% | 366 |
|
|
2020
Q3 | $248K | Buy |
12,607
+14
| +0.1% | +$275 | 0.04% | 337 |
|
|
2020
Q2 | $240K | Buy |
+12,593
| New | +$240K | 0.04% | 332 |
|
|
2020
Q1 | – | Sell |
-10,553
| Closed | -$250K | – | 432 |
|
|
2019
Q4 | $250K | Buy |
10,553
+1,489
| +16% | +$35.3K | 0.04% | 381 |
|
|
2019
Q3 | $218K | Buy |
9,064
+253
| +3% | +$6.09K | 0.04% | 413 |
|
|
2019
Q2 | $247K | Buy |
8,811
+48
| +0.5% | +$1.35K | 0.05% | 334 |
|
|
2019
Q1 | $252K | Buy |
+8,763
| New | +$252K | 0.06% | 318 |
|
|
2018
Q4 | – | Sell |
-12,269
| Closed | -$333K | – | 401 |
|
|
2018
Q3 | $333K | Buy |
+12,269
| New | +$333K | 0.08% | 251 |
|