Wealthspire Advisors (Maryland)’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $258K | Buy |
+13,105
| New | +$258K | 0.01% | 378 |
|
|
2019
Q2 | – | Sell |
-5,665
| Closed | -$163K | – | 2089 |
|
|
2019
Q1 | $163K | Buy |
5,665
+610
| +12% | +$17.6K | 0.01% | 483 |
|
|
2018
Q4 | $111K | Sell |
5,055
-548
| -10% | -$12K | 0.01% | 573 |
|
|
2018
Q3 | $152K | Buy |
5,603
+2,255
| +67% | +$61.2K | 0.01% | 535 |
|
|
2018
Q2 | $91K | Sell |
3,348
-452
| -12% | -$12.3K | 0.01% | 743 |
|
|
2018
Q1 | $94K | Sell |
3,800
-2,510
| -40% | -$62.1K | 0.01% | 740 |
|
|
2017
Q4 | $192K | Sell |
6,310
-240
| -4% | -$7.3K | 0.02% | 502 |
|
|
2017
Q3 | $197K | Buy |
6,550
+2,013
| +44% | +$60.5K | 0.02% | 478 |
|
|
2017
Q2 | $137K | Buy |
4,537
+1,997
| +79% | +$60.3K | 0.02% | 578 |
|
|
2017
Q1 | $75K | Buy |
2,540
+638
| +34% | +$18.8K | 0.01% | 682 |
|
|
2016
Q4 | $59K | Sell |
1,902
-855
| -31% | -$26.5K | 0.01% | 728 |
|
|
2016
Q3 | $85K | Buy |
2,757
+449
| +19% | +$13.8K | 0.01% | 624 |
|
|
2016
Q2 | $50K | Sell |
2,308
-312
| -12% | -$6.76K | 0.01% | 734 |
|
|
2016
Q1 | $42K | Buy |
2,620
+79
| +3% | +$1.27K | 0.01% | 747 |
|
|
2015
Q4 | $65K | Buy |
+2,541
| New | +$65K | 0.01% | 645 |
|