YHB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,337
| Closed | -$234K | – | 166 |
|
|
2015
Q3 | $234K | Sell |
6,337
-1,000
| -14% | -$36.9K | 0.06% | 146 |
|
|
2015
Q2 | $421K | Sell |
7,337
-200
| -3% | -$11.5K | 0.09% | 129 |
|
|
2015
Q1 | $381K | Sell |
7,537
-370
| -5% | -$18.7K | 0.09% | 134 |
|
|
2014
Q4 | $355K | Sell |
7,907
-600
| -7% | -$26.9K | 0.08% | 132 |
|
|
2014
Q3 | $471K | Sell |
8,507
-700
| -8% | -$38.8K | 0.11% | 123 |
|
|
2014
Q2 | $536K | Sell |
9,207
-150
| -2% | -$8.73K | 0.13% | 115 |
|
|
2014
Q1 | $380K | Hold |
9,357
| – | – | 0.1% | 127 |
|
|
2013
Q4 | $361K | Buy |
9,357
+2,000
| +27% | +$77.2K | 0.1% | 127 |
|
|
2013
Q3 | $268K | Sell |
7,357
-1,000
| -12% | -$36.4K | 0.08% | 130 |
|
|
2013
Q2 | $271K | Buy |
+8,357
| New | +$271K | 0.08% | 130 |
|