RFA
Reilly Financial Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $60K | Sell |
2,317
-13,875
| -86% | -$359K | ﹤0.01% | 371 |
|
|
2021
Q3 | $420K | Hold |
16,192
| – | – | 0.04% | 147 |
|
|
2021
Q2 | $430K | Sell |
16,192
-36
| -0.2% | -$956 | 0.03% | 154 |
|
|
2021
Q1 | $384K | Buy |
16,228
+36
| +0.2% | +$852 | 0.03% | 153 |
|
|
2020
Q4 | $325K | Hold |
16,192
| – | – | 0.03% | 155 |
|
|
2020
Q3 | $318K | Sell |
16,192
-4,000
| -20% | -$78.6K | 0.03% | 144 |
|
|
2020
Q2 | $384K | Hold |
20,192
| – | – | 0.05% | 140 |
|
|
2020
Q1 | $286K | Sell |
20,192
-55
| -0.3% | -$779 | 0.04% | 148 |
|
|
2019
Q4 | $480K | Buy |
20,247
+55
| +0.3% | +$1.3K | 0.05% | 138 |
|
|
2019
Q3 | $486K | Sell |
20,192
-85
| -0.4% | -$2.05K | 0.06% | 138 |
|
|
2019
Q2 | $569K | Buy |
20,277
+20,085
| +10,461% | +$564K | 0.07% | 133 |
|
|
2019
Q1 | $6K | Hold |
192
| – | – | ﹤0.01% | 776 |
|
|
2018
Q4 | $4K | Hold |
192
| – | – | ﹤0.01% | 797 |
|
|
2018
Q3 | $5K | Buy |
+192
| New | +$5K | ﹤0.01% | 839 |
|