YorkBridge Wealth Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.39M | Sell |
42,134
-1,606
| -4% | -$52.8K | 0.35% | 71 |
|
|
2022
Q3 | $1.25M | Buy |
43,740
+4,224
| +11% | +$121K | 0.32% | 70 |
|
|
2022
Q2 | $1.23M | Buy |
39,516
+2,365
| +6% | +$73.8K | 0.32% | 69 |
|
|
2022
Q1 | $1.24M | Buy |
37,151
+1,146
| +3% | +$38.3K | 0.27% | 78 |
|
|
2021
Q4 | $938K | Buy |
36,005
+517
| +1% | +$13.5K | 0.21% | 87 |
|
|
2021
Q3 | $921K | Buy |
35,488
+8,294
| +30% | +$215K | 0.23% | 85 |
|
|
2021
Q2 | $722K | Buy |
27,194
+2,205
| +9% | +$58.5K | 0.19% | 98 |
|
|
2021
Q1 | $592K | Buy |
24,989
+7,505
| +43% | +$178K | 0.17% | 103 |
|
|
2020
Q4 | $351K | Sell |
17,484
-1,283
| -7% | -$25.8K | 0.12% | 136 |
|
|
2020
Q3 | $369K | Sell |
18,767
-874
| -4% | -$17.2K | 0.16% | 115 |
|
|
2020
Q2 | $374K | Sell |
19,641
-550
| -3% | -$10.5K | 0.17% | 109 |
|
|
2020
Q1 | $286K | Buy |
20,191
+4,741
| +31% | +$67.2K | 0.18% | 123 |
|
|
2019
Q4 | $366K | Buy |
15,450
+1,045
| +7% | +$24.8K | 0.17% | 129 |
|
|
2019
Q3 | $347K | Buy |
14,405
+1,145
| +9% | +$27.6K | 0.17% | 121 |
|
|
2019
Q2 | $372K | Buy |
13,260
+643
| +5% | +$18K | 0.17% | 117 |
|
|
2019
Q1 | $362K | Buy |
12,617
+2,726
| +28% | +$78.2K | 0.17% | 123 |
|
|
2018
Q4 | $218K | Sell |
9,891
-3,825
| -28% | -$84.3K | 0.12% | 143 |
|
|
2018
Q3 | $379K | Buy |
13,716
+731
| +6% | +$20.2K | 0.17% | 120 |
|
|
2018
Q2 | $352K | Buy |
12,985
+3,914
| +43% | +$106K | 0.15% | 133 |
|
|
2018
Q1 | $228K | Sell |
9,071
-2,644
| -23% | -$66.5K | 0.11% | 164 |
|
|
2017
Q4 | $345K | Buy |
11,715
+1,913
| +20% | +$56.3K | 0.17% | 129 |
|
|
2017
Q3 | $294K | Sell |
9,802
-602
| -6% | -$18.1K | 0.15% | 134 |
|
|
2017
Q2 | $321K | Sell |
10,404
-577
| -5% | -$17.8K | 0.17% | 122 |
|
|
2017
Q1 | $333K | Buy |
10,981
+7,951
| +262% | +$241K | 0.17% | 119 |
|
|
2016
Q4 | $91K | Buy |
+3,030
| New | +$91K | 0.05% | 252 |
|