Wealthstreet Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24,428
| Closed | -$579K | – | 327 |
|
|
2021
Q1 | $579K | Sell |
24,428
-1,000
| -4% | -$23.7K | 0.06% | 235 |
|
|
2020
Q4 | $510K | Sell |
25,428
-5,954
| -19% | -$119K | 0.05% | 242 |
|
|
2020
Q3 | $617K | Sell |
31,382
-1,458
| -4% | -$28.7K | 0.07% | 197 |
|
|
2020
Q2 | $625K | Buy |
32,840
+400
| +1% | +$7.61K | 0.08% | 185 |
|
|
2020
Q1 | $459K | Hold |
32,440
| – | – | 0.07% | 202 |
|
|
2019
Q4 | $770K | Sell |
32,440
-8,081
| -20% | -$192K | 0.09% | 180 |
|
|
2019
Q3 | $941K | Sell |
40,521
-4,768
| -11% | -$111K | 0.12% | 145 |
|
|
2019
Q2 | $1.27M | Hold |
45,289
| – | – | 0.16% | 121 |
|
|
2019
Q1 | $1.3M | Sell |
45,289
-160
| -0.4% | -$4.6K | 0.17% | 119 |
|
|
2018
Q4 | $1.21M | Sell |
45,449
-4,850
| -10% | -$129K | 0.17% | 120 |
|
|
2018
Q3 | $1.37M | Buy |
50,299
+7,795
| +18% | +$212K | 0.17% | 125 |
|
|
2018
Q2 | $1.15M | Hold |
42,504
| – | – | 0.15% | 137 |
|
|
2018
Q1 | $1.06M | Buy |
42,504
+4,655
| +12% | +$116K | 0.13% | 146 |
|
|
2017
Q4 | $1.15M | Buy |
+37,849
| New | +$1.15M | 0.14% | 145 |
|