Stifel Trust’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.6M | Sell |
65,007
-3,604
| -5% | -$200K | 0.69% | 62 |
|
|
2014
Q2 | $3.99M | Buy |
68,611
+166
| +0.2% | +$9.66K | 0.75% | 56 |
|
|
2014
Q1 | $2.78M | Sell |
68,445
-2,690
| -4% | -$109K | 0.52% | 73 |
|
|
2013
Q4 | $2.74M | Sell |
71,135
-3,753
| -5% | -$145K | 0.52% | 73 |
|
|
2013
Q3 | $2.72M | Sell |
74,888
-2,383
| -3% | -$86.6K | 0.54% | 68 |
|
|
2013
Q2 | $2.51M | Buy |
+77,271
| New | +$2.51M | 0.52% | 71 |
|