Wealthspire Advisors (Maryland)’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$258K	Buy	+13,105	New	+$267K	0.01%	379
2019 Q2	–	Sell	-5,665	Closed	-$163K	–	2091
2019 Q1	$163K	Buy	5,665 +610	+12%	+$16.4K	0.01%	483
2018 Q4	$111K	Sell	5,055 -548	-10%	-$13.7K	0.01%	574
2018 Q3	$152K	Buy	5,603 +2,255	+67%	+$65.4K	0.01%	537
2018 Q2	$91K	Sell	3,348 -452	-12%	-$11.9K	0.01%	744
2018 Q1	$94K	Sell	3,800 -2,510	-40%	-$74.1K	0.01%	740
2017 Q4	$192K	Sell	6,310 -240	-4%	-$6.98K	0.02%	502
2017 Q3	$197K	Buy	6,550 +2,013	+44%	+$61.3K	0.02%	478
2017 Q2	$137K	Buy	4,537 +1,997	+79%	+$59.5K	0.02%	578
2017 Q1	$75K	Buy	2,540 +638	+34%	+$18.4K	0.01%	682
2016 Q4	$59K	Sell	1,902 -855	-31%	-$25.8K	0.01%	728
2016 Q3	$85K	Buy	2,757 +449	+19%	+$11.9K	0.01%	624
2016 Q2	$50K	Sell	2,308 -312	-12%	-$6.26K	0.01%	734
2016 Q1	$42K	Buy	2,620 +79	+3%	+$1.36K	0.01%	747
2015 Q4	$65K	Buy	+2,541	New	+$88.8K	0.01%	645