Sargent Bickham Lagudis’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.97K | Buy |
181
+2
| +1% | +$66 | ﹤0.01% | 784 |
|
|
2022
Q3 | $5K | Buy |
179
+3
| +2% | +$84 | ﹤0.01% | 791 |
|
|
2022
Q2 | $6K | Buy |
176
+2
| +1% | +$68 | ﹤0.01% | 781 |
|
|
2022
Q1 | $6K | Buy |
174
+2
| +1% | +$69 | ﹤0.01% | 782 |
|
|
2021
Q4 | $4K | Buy |
172
+3
| +2% | +$70 | ﹤0.01% | 838 |
|
|
2021
Q3 | $4K | Buy |
169
+2
| +1% | +$47 | ﹤0.01% | 839 |
|
|
2021
Q2 | $4K | Buy |
167
+3
| +2% | +$72 | ﹤0.01% | 827 |
|
|
2021
Q1 | $4K | Sell |
164
-505
| -75% | -$12.3K | ﹤0.01% | 822 |
|
|
2020
Q4 | $13K | Buy |
669
+3
| +0.5% | +$58 | ﹤0.01% | 625 |
|
|
2020
Q3 | $13K | Buy |
666
+3
| +0.5% | +$59 | ﹤0.01% | 565 |
|
|
2020
Q2 | $13K | Sell |
663
-41
| -6% | -$804 | ﹤0.01% | 544 |
|
|
2020
Q1 | $10K | Sell |
704
-1,618
| -70% | -$23K | ﹤0.01% | 560 |
|
|
2019
Q4 | $55K | Buy |
2,322
+1,627
| +234% | +$38.5K | 0.01% | 367 |
|
|
2019
Q3 | $17K | Buy |
695
+143
| +26% | +$3.5K | ﹤0.01% | 500 |
|
|
2019
Q2 | $15K | Sell |
552
-193
| -26% | -$5.25K | ﹤0.01% | 540 |
|
|
2019
Q1 | $21K | Hold |
745
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $16K | Sell |
745
-171
| -19% | -$3.67K | ﹤0.01% | 522 |
|
|
2018
Q3 | $25K | Buy |
916
+215
| +31% | +$5.87K | ﹤0.01% | 464 |
|
|
2018
Q2 | $19K | Hold |
701
| – | – | ﹤0.01% | 501 |
|
|
2018
Q1 | $17K | Buy |
701
+85
| +14% | +$2.06K | ﹤0.01% | 502 |
|
|
2017
Q4 | $19K | Hold |
616
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $18K | Sell |
616
-160
| -21% | -$4.68K | ﹤0.01% | 517 |
|
|
2017
Q2 | $23K | Buy |
776
+160
| +26% | +$4.74K | ﹤0.01% | 465 |
|
|
2017
Q1 | $18K | Hold |
616
| – | – | ﹤0.01% | 505 |
|
|
2016
Q4 | $19K | Buy |
616
+108
| +21% | +$3.33K | ﹤0.01% | 474 |
|
|
2016
Q3 | $16 | Hold |
508
| – | – | ﹤0.01% | 504 |
|
|
2016
Q2 | $11K | Hold |
508
| – | – | ﹤0.01% | 539 |
|
|
2016
Q1 | $8K | Buy |
+508
| New | +$8K | ﹤0.01% | 595 |
|