WSTAM
Wilbanks Smith & Thomas Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $302K | Buy |
7,746
+508
| +7% | +$19.8K | 0.01% | 436 |
|
|
2023
Q4 | $252K | Sell |
7,238
-151
| -2% | -$5.26K | 0.01% | 468 |
|
|
2023
Q3 | $249K | Buy |
7,389
+714
| +11% | +$24.1K | 0.01% | 438 |
|
|
2023
Q2 | $218K | Sell |
6,675
-3,413
| -34% | -$111K | 0.01% | 479 |
|
|
2023
Q1 | $301K | Sell |
10,088
-358
| -3% | -$10.7K | 0.01% | 400 |
|
|
2022
Q4 | $344K | Buy |
10,446
+1,015
| +11% | +$33.4K | 0.01% | 373 |
|
|
2022
Q3 | $270K | Buy |
9,431
+3,016
| +47% | +$86.3K | 0.01% | 387 |
|
|
2022
Q2 | $200K | Buy |
6,415
+397
| +7% | +$12.4K | 0.01% | 463 |
|
|
2022
Q1 | $212K | Buy |
+6,018
| New | +$212K | 0.01% | 469 |
|
|
2021
Q1 | – | Sell |
-12,149
| Closed | -$244K | – | 499 |
|
|
2020
Q4 | $244K | Sell |
12,149
-399
| -3% | -$8.01K | 0.01% | 375 |
|
|
2020
Q3 | $247K | Hold |
12,548
| – | – | 0.01% | 342 |
|
|
2020
Q2 | $239K | Sell |
12,548
-2,826
| -18% | -$53.8K | 0.01% | 348 |
|
|
2020
Q1 | $218K | Sell |
15,374
-104
| -0.7% | -$1.48K | 0.02% | 334 |
|
|
2019
Q4 | $367K | Buy |
15,478
+2,000
| +15% | +$47.4K | 0.02% | 298 |
|
|
2019
Q3 | $324K | Buy |
+13,478
| New | +$324K | 0.02% | 301 |
|
|
2019
Q1 | – | Sell |
-9,899
| Closed | -$218K | – | 423 |
|
|
2018
Q4 | $218K | Buy |
9,899
+3,772
| +62% | +$83.1K | 0.02% | 316 |
|
|
2018
Q3 | $167K | Buy |
+6,127
| New | +$167K | 0.01% | 431 |
|
|
2017
Q2 | – | Sell |
-10,101
| Closed | -$299K | – | 354 |
|
|
2017
Q1 | $299K | Buy |
+10,101
| New | +$299K | 0.03% | 231 |
|
|
2016
Q1 | – | Sell |
-8,057
| Closed | -$207K | – | 305 |
|
|
2015
Q4 | $207K | Buy |
8,057
+2
| +0% | +$51 | 0.02% | 254 |
|
|
2015
Q3 | $297K | Sell |
8,055
-98
| -1% | -$3.61K | 0.04% | 199 |
|
|
2015
Q2 | $468K | Sell |
8,153
-5,146
| -39% | -$295K | 0.05% | 180 |
|
|
2015
Q1 | $673K | Buy |
13,299
+1,101
| +9% | +$55.7K | 0.07% | 148 |
|
|
2014
Q4 | $548K | Sell |
12,198
-1,872
| -13% | -$84.1K | 0.06% | 164 |
|
|
2014
Q3 | $779K | Sell |
14,070
-307
| -2% | -$17K | 0.08% | 127 |
|
|
2014
Q2 | $837K | Sell |
14,377
-170
| -1% | -$9.9K | 0.09% | 129 |
|
|
2014
Q1 | $590K | Buy |
14,547
+146
| +1% | +$5.92K | 0.07% | 159 |
|
|
2013
Q4 | $555K | Hold |
14,401
| – | – | 0.07% | 158 |
|
|
2013
Q3 | $524K | Hold |
14,401
| – | – | 0.07% | 161 |
|
|
2013
Q2 | $468K | Buy |
+14,401
| New | +$468K | 0.07% | 158 |
|