WBH Advisory’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,925
| Closed | -$229 | – | 206 |
|
|
2015
Q4 | $229 | Sell |
8,925
-2,425
| -21% | -$62 | 0.08% | 178 |
|
|
2015
Q3 | $418K | Sell |
11,350
-175
| -2% | -$6.45K | 0.17% | 125 |
|
|
2015
Q2 | $661K | Sell |
11,525
-75
| -0.6% | -$4.3K | 0.26% | 96 |
|
|
2015
Q1 | $586 | Sell |
11,600
-1,600
| -12% | -$81 | 0.16% | 107 |
|
|
2014
Q4 | $593K | Sell |
13,200
-1,100
| -8% | -$49.4K | 0.22% | 103 |
|
|
2014
Q3 | $791K | Sell |
14,300
-100
| -0.7% | -$5.53K | 0.28% | 80 |
|
|
2014
Q2 | $838K | Buy |
14,400
+2,025
| +16% | +$118K | 0.32% | 80 |
|
|
2014
Q1 | $502K | Buy |
12,375
+6,175
| +100% | +$250K | 0.2% | 119 |
|
|
2013
Q4 | $239K | Buy |
+6,200
| New | +$239K | 0.1% | 187 |
|