Telemus Capital’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
Q4 | $6.36M | Buy |
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|
2023
Q3 | $5.93M | Sell |
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|
2023
Q2 | $5.76M | Buy |
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|
2023
Q1 | $5.14M | Buy |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $4.84M | Sell |
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|
2022
Q2 | $5.33M | Sell |
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|
2022
Q1 | $5.87M | Buy |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $3.91M | Buy |
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|
2021
Q2 | $3.94M | Sell |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $919K | Hold |
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|
2020
Q3 | $883K | Buy |
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|
2020
Q2 | $846K | Buy |
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|
2020
Q1 | $834K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.39M | Buy |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | $311K | Sell |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $380K | Hold |
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|
2017
Q2 | $384K | Buy |
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|
2017
Q1 | $370K | Buy |
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