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 |
-2,528
| Closed | -$75.5K | – | 2241 |
|
|
2023
Q1 | $75.5K | Buy |
2,528
+1,088
| +76% | +$33.6K | 0.01% | 332 |
|
|
2022
Q4 | $47.4K | Buy |
1,440
+3
| +0.2% | +$98 | 0.01% | 428 |
|
|
2022
Q3 | $41K | Hold |
1,437
| – | – | 0.01% | 425 |
|
|
2022
Q2 | $45K | Sell |
1,437
-51
| -3% | -$1.76K | 0.01% | 399 |
|
|
2022
Q1 | $50K | Buy |
1,488
+156
| +12% | +$4.77K | 0.01% | 409 |
|
|
2021
Q4 | $35K | Sell |
1,332
-760
| -36% | -$21K | 0.01% | 497 |
|
|
2021
Q3 | $54K | Buy |
2,092
+150
| +8% | +$3.78K | 0.01% | 396 |
|
|
2021
Q2 | $52K | Buy |
1,942
+512
| +36% | +$13.1K | 0.01% | 381 |
|
|
2021
Q1 | $34K | Sell |
1,430
-211
| -13% | -$4.79K | 0.01% | 451 |
|
|
2020
Q4 | $33K | Sell |
1,641
-27
| -2% | -$547 | 0.01% | 407 |
|
|
2020
Q3 | $33K | Sell |
1,668
-150
| -8% | -$3.05K | 0.01% | 372 |
|
|
2020
Q2 | $35K | Buy |
1,818
+177
| +11% | +$3.29K | 0.02% | 363 |
|
|
2020
Q1 | $23K | Sell |
1,641
-256
| -13% | -$4.96K | 0.01% | 436 |
|
|
2019
Q4 | $45K | Sell |
1,897
-1,108
| -37% | -$25.4K | 0.02% | 406 |
|
|
2019
Q3 | $72K | Buy |
3,005
+364
| +14% | +$9.18K | 0.03% | 266 |
|
|
2019
Q2 | $74K | Buy |
2,641
+479
| +22% | +$13.3K | 0.03% | 256 |
|
|
2019
Q1 | $62K | Sell |
2,162
-315
| -13% | -$8.44K | 0.03% | 306 |
|
|
2018
Q4 | $55K | Buy |
2,477
+564
| +29% | +$14.1K | 0.03% | 302 |
|
|
2018
Q3 | $52K | Buy |
1,913
+604
| +46% | +$17.5K | 0.02% | 333 |
|
|
2018
Q2 | $35K | Sell |
1,309
-292
| -18% | -$7.7K | 0.02% | 388 |
|
|
2018
Q1 | $40K | Buy |
1,601
+350
| +28% | +$10.3K | 0.02% | 363 |
|
|
2017
Q4 | $38K | Buy |
1,251
+6
| +0.5% | +$174 | 0.02% | 384 |
|
|
2017
Q3 | $37K | Hold |
1,245
| – | – | 0.02% | 356 |
|
|
2017
Q2 | $38K | Hold |
1,245
| – | – | 0.02% | 358 |
|
|
2017
Q1 | $37K | Sell |
1,245
-9,425
| -88% | -$272K | 0.02% | 346 |
|
|
2016
Q4 | $332K | Hold |
10,670
| – | – | 0.17% | 94 |
|
|
2016
Q3 | $328K | Buy |
10,670
+9,450
| +775% | +$251K | 0.18% | 92 |
|
|
2016
Q2 | $26K | Hold |
1,220
| – | – | 0.01% | 401 |
|
|
2016
Q1 | $20K | Buy |
1,220
+220
| +22% | +$3.78K | 0.01% | 443 |
|
|
2015
Q4 | $26K | Sell |
1,000
-421
| -30% | -$14.7K | 0.01% | 400 |
|
|
2015
Q3 | $52K | Buy |
1,421
+220
| +18% | +$11K | 0.03% | 277 |
|
|
2015
Q2 | $69K | Buy |
+1,201
| New | +$61.9K | 0.04% | 240 |
|
|
2015
Q1 | – | Sell |
-1,325
| Closed | -$60K | – | 959 |
|
|
2014
Q4 | $60K | Sell |
1,325
-45
| -3% | -$2.3K | 0.04% | 231 |
|
|
2014
Q3 | $76K | Sell |
1,370
-70
| -5% | -$4.02K | 0.05% | 197 |
|
|
2014
Q2 | $84K | Buy |
1,440
+6
| +0.4% | +$278 | 0.05% | 198 |
|
|
2014
Q1 | $58K | Hold |
1,434
| – | – | 0.04% | 223 |
|
|
2013
Q4 | $55K | Sell |
1,434
-454
| -24% | -$16.3K | 0.03% | 240 |
|
|
2013
Q3 | $69K | Buy |
1,888
+807
| +75% | +$28.3K | 0.05% | 185 |
|
|
2013
Q2 | $35K | Buy |
+1,081
| New | +$38.9K | 0.03% | 246 |
|
Other funds holding WMB
TCI Wealth Advisors's WMB Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Williams Companies (WMB) in Q2 2023, closing a stake of 2,528 shares — an estimated $75.5K sold.
TCI Wealth Advisors first reported a position in WMB in Q2 2013 and held it in 39 quarters. The position peaked at $332K in Q4 2016. 1,146 funds tracked by Wall St. Rank hold WMB as of Q2 2023.
- TCI Wealth Advisors reported no remaining Williams Companies position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 2,528 Williams Companies shares in Q2 2023, an estimated $75.5K.
- TCI Wealth Advisors first reported a position in Williams Companies in Q2 2013 and held it in 39 quarters.
- TCI Wealth Advisors's Williams Companies position peaked at $332K in Q4 2016.
- 1,146 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.