TCI 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
Q2 | – | Sell |
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|
2023
Q1 | $75.5K | Buy |
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|
2022
Q4 | $47.4K | Buy |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $35K | Sell |
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|
2021
Q3 | $54K | Buy |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $34K | Sell |
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|
2020
Q4 | $33K | Sell |
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|
2020
Q3 | $33K | Sell |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $45K | Sell |
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|
2019
Q3 | $72K | Buy |
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|
2019
Q2 | $74K | Buy |
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|
2019
Q1 | $62K | Sell |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $40K | Buy |
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|
2017
Q4 | $38K | Buy |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $38K | Hold |
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|
2017
Q1 | $37K | Sell |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $328K | Buy |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $20K | Buy |
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|
2015
Q4 | $26K | Sell |
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|
2015
Q3 | $52K | Buy |
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|
2015
Q2 | $69K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $60K | Sell |
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|
2014
Q3 | $76K | Sell |
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|
2014
Q2 | $84K | Buy |
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|
2014
Q1 | $58K | Hold |
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|
2013
Q4 | $55K | Sell |
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|
2013
Q3 | $69K | Buy |
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|
2013
Q2 | $35K | Buy |
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