Neville Rodie & Shaw’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $847K | Hold |
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|
2022
Q3 | $737K | Hold |
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|
2022
Q2 | $803K | Hold |
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|
2022
Q1 | $871K | Hold |
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|
2021
Q4 | $670K | Hold |
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|
2021
Q3 | $668K | Hold |
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|
2021
Q2 | $683K | Hold |
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|
2021
Q1 | $610K | Sell |
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|
2020
Q4 | $517K | Hold |
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|
2020
Q3 | $507K | Hold |
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|
2020
Q2 | $491K | Hold |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $612K | Hold |
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|
2019
Q3 | $620K | Sell |
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|
2019
Q2 | $961K | Buy |
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|
2019
Q1 | $966K | Buy |
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|
2018
Q4 | $741K | Hold |
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|
2018
Q3 | $914K | Buy |
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|
2018
Q2 | $876K | Hold |
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|
2018
Q1 | $803K | Hold |
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|
2017
Q4 | $985K | Hold |
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|
2017
Q3 | $969K | Hold |
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|
2017
Q2 | $978K | Hold |
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|
2017
Q1 | $955K | Sell |
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|
2016
Q4 | $1.43M | Hold |
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|
2016
Q3 | $1.41M | Sell |
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|
2016
Q2 | $999K | Hold |
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|
2016
Q1 | $743K | Sell |
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|
2015
Q4 | $1.21M | Sell |
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|
2015
Q3 | $1.98M | Hold |
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|
2015
Q2 | $3.08M | Buy |
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|
2015
Q1 | $2.72M | Buy |
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|
2014
Q4 | $2.39M | Sell |
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|
2014
Q3 | $2.95M | Buy |
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|
2014
Q2 | $3.1M | Buy |
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|
2014
Q1 | $482K | Sell |
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|
2013
Q4 | $465K | Buy |
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|
2013
Q3 | $322K | Hold |
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|
2013
Q2 | $288K | Buy |
|