Novare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $645K | Hold |
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|
2018
Q4 | $495K | Buy |
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|
2018
Q3 | $544K | Hold |
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|
2018
Q2 | $542K | Hold |
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|
2018
Q1 | $497K | Hold |
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|
2017
Q4 | $610K | Sell |
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|
2017
Q3 | $628K | Hold |
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|
2017
Q2 | $634K | Hold |
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|
2017
Q1 | $619K | Hold |
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|
2016
Q4 | $652K | Hold |
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|
2016
Q3 | $643K | Sell |
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|
2016
Q2 | $458K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.23M | Sell |
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|
2015
Q3 | $3.13M | Buy |
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|
2015
Q2 | $4.18M | Buy |
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|
2015
Q1 | $3.3M | Buy |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q3 | $273K | Buy |
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