Laurel Wealth Advisors (California)’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
Q4
$1.81M Sell
55,136
-12
-0% -$391 0.18% 130
2022
Q3
$1.58M Buy
55,148
+4,530
+9% +$148K 0.17% 136
2022
Q2
$1.58M Buy
50,618
+2,509
+5% +$86.6K 0.16% 139
2022
Q1
$1.61M Buy
48,109
+29,166
+154% +$891K 0.13% 167
2021
Q4
$493K Buy
18,943
+6,606
+54% +$183K 0.04% 454
2021
Q3
$320K Sell
12,337
-430
-3% -$10.8K 0.06% 323
2021
Q2
$339K Buy
12,767
+2,035
+19% +$52.1K 0.04% 368
2021
Q1
$254K Sell
10,732
-2,375
-18% -$54K 0.04% 390
2020
Q4
$263K Buy
13,107
+500
+4% +$10.1K 0.04% 366
2020
Q3
$248K Buy
12,607
+14
+0.1% +$285 0.04% 337
2020
Q2
$240K Buy
+12,593
New +$234K 0.04% 334
2020
Q1
Sell
-10,553
Closed -$250K 447
2019
Q4
$250K Buy
10,553
+1,489
+16% +$34.1K 0.04% 392
2019
Q3
$218K Buy
9,064
+253
+3% +$6.38K 0.04% 418
2019
Q2
$247K Buy
8,811
+48
+0.5% +$1.33K 0.06% 341
2019
Q1
$252K Buy
+8,763
New +$235K 0.06% 324
2018
Q4
Sell
-12,269
Closed -$333K 434
2018
Q3
$333K Buy
+12,269
New +$356K 0.08% 257

Other funds holding WMB