WFG Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $264K | Buy |
8,717
+1,546
| +22% | +$46.8K | 0.06% | 306 |
|
|
2017
Q1 | $212K | Buy |
7,171
+4,175
| +139% | +$123K | 0.06% | 321 |
|
|
2016
Q4 | $93K | Sell |
2,996
-240
| -7% | -$7.45K | 0.02% | 538 |
|
|
2016
Q3 | $99K | Buy |
3,236
+262
| +9% | +$8.02K | 0.02% | 525 |
|
|
2016
Q2 | $64K | Sell |
2,974
-1
| -0% | -$22 | 0.02% | 627 |
|
|
2016
Q1 | $48K | Sell |
2,975
-697
| -19% | -$11.2K | 0.01% | 677 |
|
|
2015
Q4 | $94K | Sell |
3,672
-905
| -20% | -$23.2K | 0.03% | 486 |
|
|
2015
Q3 | $169K | Buy |
4,577
+99
| +2% | +$3.66K | 0.05% | 325 |
|
|
2015
Q2 | $257K | Buy |
4,478
+215
| +5% | +$12.3K | 0.07% | 275 |
|
|
2015
Q1 | $216K | Sell |
4,263
-2,360
| -36% | -$120K | 0.06% | 331 |
|
|
2014
Q4 | $298K | Buy |
6,623
+1,071
| +19% | +$48.2K | 0.06% | 336 |
|
|
2014
Q3 | $307K | Buy |
5,552
+40
| +0.7% | +$2.21K | 0.06% | 352 |
|
|
2014
Q2 | $321K | Buy |
5,512
+47
| +0.9% | +$2.74K | 0.06% | 349 |
|
|
2014
Q1 | $222K | Sell |
5,465
-33,681
| -86% | -$1.37M | 0.04% | 409 |
|
|
2013
Q4 | $1.51M | Buy |
39,146
+453
| +1% | +$17.5K | 0.21% | 116 |
|
|
2013
Q3 | $1.41M | Buy |
38,693
+507
| +1% | +$18.4K | 0.22% | 112 |
|
|
2013
Q2 | $1.24M | Buy |
+38,186
| New | +$1.24M | 0.21% | 127 |
|