Opus Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $337K | Sell |
|
|||||
|
2023
Q2 | $5.95M | Hold |
|
|||||
|
2023
Q1 | $5.45M | Hold |
|
|||||
|
2022
Q4 | $6M | Hold |
|
|||||
|
2022
Q3 | $5.22M | Hold |
|
|||||
|
2022
Q2 | $5.7M | Hold |
|
|||||
|
2022
Q1 | $6.1M | Hold |
|
|||||
|
2021
Q4 | $4.75M | Buy |
|
|||||
|
2021
Q3 | $3.37M | Buy |
|
|||||
|
2021
Q2 | $2.92M | Hold |
|
|||||
|
2021
Q1 | $2.61M | Hold |
|
|||||
|
2020
Q4 | $2.21M | Hold |
|
|||||
|
2020
Q3 | $2.16M | Hold |
|
|||||
|
2020
Q2 | $2.09M | Hold |
|
|||||
|
2020
Q1 | $1.56M | Hold |
|
|||||
|
2019
Q4 | $2.61M | Buy |
|
|||||
|
2019
Q3 | $2.41M | Buy |
|
|||||
|
2019
Q2 | $2.52M | Buy |
|
|||||
|
2019
Q1 | $1.72M | Hold |
|
|||||
|
2018
Q4 | $1.32M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $1.18M | Sell |
|
|||||
|
2015
Q3 | $3.91M | Hold |
|
|||||
|
2015
Q2 | $6.08M | Buy |
|
|||||
|
2015
Q1 | $4.05M | Hold |
|
|||||
|
2014
Q4 | $3.6M | Buy |
|
|||||
|
2014
Q3 | $3.32M | Buy |
|