WEC
Winslow Evans & Crocker’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $445K | Buy |
22,199
+2,807
| +14% | +$56.3K | 0.08% | 213 |
|
|
2020
Q3 | $381K | Hold |
19,392
| – | – | 0.09% | 200 |
|
|
2020
Q2 | $369K | Sell |
19,392
-2
| -0% | -$38 | 0.1% | 198 |
|
|
2020
Q1 | $278K | Sell |
19,394
-214
| -1% | -$3.07K | 0.09% | 202 |
|
|
2019
Q4 | $468K | Sell |
19,608
-26
| -0.1% | -$621 | 0.12% | 181 |
|
|
2019
Q3 | $474K | Buy |
19,634
+1,600
| +9% | +$38.6K | 0.13% | 172 |
|
|
2019
Q2 | $508K | Hold |
18,034
| – | – | 0.14% | 161 |
|
|
2019
Q1 | $520K | Sell |
18,034
-46
| -0.3% | -$1.33K | 0.15% | 154 |
|
|
2018
Q4 | $402K | Sell |
18,080
-3,060
| -14% | -$68K | 0.14% | 166 |
|
|
2018
Q3 | $576K | Buy |
21,140
+15,988
| +310% | +$436K | 0.17% | 134 |
|
|
2018
Q2 | $142K | Buy |
5,152
+200
| +4% | +$5.51K | 0.04% | 312 |
|
|
2018
Q1 | $123K | Sell |
4,952
-1,650
| -25% | -$41K | 0.04% | 320 |
|
|
2017
Q4 | $201K | Buy |
6,602
+300
| +5% | +$9.14K | 0.06% | 255 |
|
|
2017
Q3 | $189K | Sell |
6,302
-1,518
| -19% | -$45.5K | 0.06% | 261 |
|
|
2017
Q2 | $237K | Sell |
7,820
-1,306
| -14% | -$39.5K | 0.06% | 287 |
|
|
2017
Q1 | $270K | Sell |
9,126
-610
| -6% | -$18K | 0.08% | 251 |
|
|
2016
Q4 | $303K | Sell |
9,736
-564
| -5% | -$17.6K | 0.09% | 225 |
|
|
2016
Q3 | $316K | Buy |
10,300
+468
| +5% | +$14.4K | 0.09% | 224 |
|
|
2016
Q2 | $213K | Buy |
9,832
+402
| +4% | +$8.69K | 0.06% | 271 |
|
|
2016
Q1 | $152K | Sell |
9,430
-2,242
| -19% | -$36K | 0.05% | 303 |
|
|
2015
Q4 | $300K | Sell |
11,672
-2,950
| -20% | -$75.8K | 0.09% | 225 |
|
|
2015
Q3 | $539K | Buy |
14,622
+200
| +1% | +$7.37K | 0.17% | 131 |
|
|
2015
Q2 | $828K | Sell |
14,422
-1,694
| -11% | -$97.2K | 0.23% | 103 |
|
|
2015
Q1 | $815K | Buy |
16,116
+150
| +0.9% | +$7.59K | 0.23% | 98 |
|
|
2014
Q4 | $717K | Buy |
15,966
+2,136
| +15% | +$96K | 0.2% | 109 |
|
|
2014
Q3 | $765K | Buy |
13,830
+5,971
| +76% | +$330K | 0.22% | 114 |
|
|
2014
Q2 | $457K | Buy |
7,859
+1,605
| +26% | +$93.4K | 0.15% | 163 |
|
|
2014
Q1 | $254K | Sell |
6,254
-11,312
| -64% | -$459K | 0.09% | 235 |
|
|
2013
Q4 | $678K | Buy |
+17,566
| New | +$678K | 0.23% | 104 |
|