Adalta Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $168K | Hold |
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|
2024
Q3 | $142K | Buy |
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|
2024
Q2 | $63.8K | Hold |
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|
2024
Q1 | $58.5K | Hold |
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|
2023
Q4 | $52.2K | Hold |
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|
2023
Q3 | $51K | Hold |
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|
2023
Q2 | $49K | Hold |
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|
2023
Q1 | $45K | Hold |
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|
2022
Q4 | $49K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $284K | Buy |
|