Ropes Wealth Advisors’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
Q3 | $447K | Sell |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.17M | Hold |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $37K | Sell |
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|
2018
Q3 | $113K | Buy |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $76K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $4K | Buy |
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