TA
Tiedemann Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,871
| Closed | -$2.17M | – | 271 |
|
|
2022
Q4 | $2.17M | Buy |
65,871
+127
| +0.2% | +$4.18K | 0.1% | 72 |
|
|
2022
Q3 | $1.88M | Buy |
65,744
+20,341
| +45% | +$582K | 0.11% | 78 |
|
|
2022
Q2 | $1.42M | Sell |
45,403
-464
| -1% | -$14.5K | 0.11% | 91 |
|
|
2022
Q1 | $1.53M | Buy |
45,867
+464
| +1% | +$15.5K | 0.08% | 110 |
|
|
2021
Q4 | $1.18M | Sell |
45,403
-1,250
| -3% | -$32.5K | 0.06% | 132 |
|
|
2021
Q3 | $1.21M | Sell |
46,653
-17
| -0% | -$441 | 0.06% | 123 |
|
|
2021
Q2 | $1.24M | Sell |
46,670
-552
| -1% | -$14.6K | 0.05% | 150 |
|
|
2021
Q1 | $1.12M | Buy |
47,222
+8,793
| +23% | +$208K | 0.05% | 154 |
|
|
2020
Q4 | $770K | Sell |
38,429
-113,357
| -75% | -$2.27M | 0.04% | 172 |
|
|
2020
Q3 | $2.98M | Buy |
151,786
+42,588
| +39% | +$837K | 0.14% | 99 |
|
|
2020
Q2 | $2.08M | Sell |
109,198
-343,228
| -76% | -$6.53M | 0.11% | 111 |
|
|
2020
Q1 | $6.4M | Buy |
452,426
+227,184
| +101% | +$3.21M | 0.41% | 44 |
|
|
2019
Q4 | $5.34M | Sell |
225,242
-135,060
| -37% | -$3.2M | 0.26% | 66 |
|
|
2019
Q3 | $8.67M | Sell |
360,302
-87,367
| -20% | -$2.1M | 0.42% | 49 |
|
|
2019
Q2 | $12.6M | Sell |
447,669
-30,041
| -6% | -$842K | 0.63% | 34 |
|
|
2019
Q1 | $13.7M | Buy |
477,710
+113,522
| +31% | +$3.26M | 0.65% | 34 |
|
|
2018
Q4 | $8.03M | Sell |
364,188
-228,322
| -39% | -$5.03M | 0.41% | 48 |
|
|
2018
Q3 | $16.1M | Buy |
+592,510
| New | +$16.1M | 0.95% | 24 |
|
|
2018
Q2 | – | Sell |
-8,200
| Closed | -$204K | – | 307 |
|
|
2018
Q1 | $204K | Buy |
+8,200
| New | +$204K | 0.01% | 256 |
|
|
2017
Q4 | – | Sell |
-201,118
| Closed | -$6.17M | – | 344 |
|
|
2017
Q3 | $6.17M | Buy |
201,118
+22,358
| +13% | +$686K | 0.55% | 38 |
|
|
2017
Q2 | $5.41M | Sell |
178,760
-162,719
| -48% | -$4.93M | 0.39% | 46 |
|
|
2017
Q1 | $10.1M | Buy |
341,479
+5,988
| +2% | +$177K | 0.85% | 25 |
|
|
2016
Q4 | $10.4M | Buy |
335,491
+318,678
| +1,895% | +$9.92M | 1.04% | 20 |
|
|
2016
Q3 | $490K | Buy |
+16,813
| New | +$490K | 0.1% | 94 |
|
|
2016
Q1 | – | Sell |
-3,920
| Closed | -$186K | – | 65 |
|
|
2015
Q4 | $186K | Sell |
3,920
-50,354
| -93% | -$2.39M | 0.07% | 55 |
|
|
2015
Q3 | $2.04M | Buy |
54,274
+2,790
| +5% | +$105K | 1.57% | 11 |
|
|
2015
Q2 | $2.95M | Hold |
51,484
| – | – | 3.03% | 13 |
|
|
2015
Q1 | $2.6M | Buy |
51,484
+1,660
| +3% | +$84K | 4.76% | 7 |
|
|
2014
Q4 | $2.24M | Buy |
49,824
+15,363
| +45% | +$690K | 3.52% | 13 |
|
|
2014
Q3 | $1.91M | Buy |
34,461
+97
| +0.3% | +$5.37K | 3.9% | 6 |
|
|
2014
Q2 | $2M | Sell |
34,364
-3,000
| -8% | -$175K | 4.69% | 4 |
|
|
2014
Q1 | $1.39M | Buy |
37,364
+3,044
| +9% | +$113K | 4.43% | 7 |
|
|
2013
Q4 | $1.32M | Sell |
34,320
-20,320
| -37% | -$783K | 4.37% | 10 |
|
|
2013
Q3 | $1.99M | Sell |
54,640
-670
| -1% | -$24.4K | 3.98% | 10 |
|
|
2013
Q2 | $1.8M | Buy |
+55,310
| New | +$1.8M | 3.69% | 13 |
|