Relative Value Partners Group’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
Q2 | $441K | Sell |
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|
2024
Q1 | $944K | Sell |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $918K | Buy |
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|
2023
Q2 | $810K | Sell |
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|
2023
Q1 | $751K | Hold |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $477K | Buy |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.59M | Buy |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.21M | Buy |
|