Tandem Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-32,072
| Closed | -$832K | – | 97 |
|
2021
Q3 | $832K | Sell |
32,072
-2,085
| -6% | -$54.1K | 0.52% | 57 |
|
2021
Q2 | $907K | Sell |
34,157
-920
| -3% | -$24.4K | 0.57% | 52 |
|
2021
Q1 | $831K | Hold |
35,077
| – | – | 0.57% | 49 |
|
2020
Q4 | $703K | Sell |
35,077
-750
| -2% | -$15K | 0.53% | 51 |
|
2020
Q3 | $704K | Sell |
35,827
-1,630
| -4% | -$32K | 0.62% | 49 |
|
2020
Q2 | $712K | Sell |
37,457
-960
| -2% | -$18.2K | 0.7% | 47 |
|
2020
Q1 | $544K | Sell |
38,417
-4,964
| -11% | -$70.3K | 0.61% | 50 |
|
2019
Q4 | $1.03M | Buy |
+43,381
| New | +$1.03M | 0.88% | 46 |
|