Albion Financial Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.4K | Hold |
1,184
| – | – | ﹤0.01% | 211 |
|
|
2025
Q1 | $70.8K | Hold |
1,184
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $64.1K | Buy |
1,184
+184
| +18% | +$9.96K | ﹤0.01% | 233 |
|
|
2024
Q3 | $45.7K | Hold |
1,000
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $42.5K | Hold |
1,000
| – | – | ﹤0.01% | 249 |
|
|
2024
Q1 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $34.8K | Sell |
1,000
-139
| -12% | -$4.84K | ﹤0.01% | 245 |
|
|
2023
Q3 | $38.4K | Buy |
1,139
+139
| +14% | +$4.68K | ﹤0.01% | 225 |
|
|
2023
Q2 | $32.6K | Hold |
1,000
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $29.9K | Hold |
1,000
| – | – | ﹤0.01% | 233 |
|
|
2022
Q4 | $32.9K | Hold |
1,000
| – | – | ﹤0.01% | 229 |
|
|
2022
Q3 | $29K | Sell |
1,000
-28
| -3% | -$812 | ﹤0.01% | 238 |
|
|
2022
Q2 | $32K | Hold |
1,028
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $34K | Sell |
1,028
-2,492
| -71% | -$82.4K | ﹤0.01% | 277 |
|
|
2021
Q4 | $92K | Sell |
3,520
-1,681
| -32% | -$43.9K | 0.01% | 250 |
|
|
2021
Q3 | $135K | Buy |
5,201
+1
| +0% | +$26 | 0.01% | 196 |
|
|
2021
Q2 | $138K | Buy |
+5,200
| New | +$138K | 0.01% | 200 |
|
|
2020
Q4 | $104K | Buy |
+5,198
| New | +$104K | 0.01% | 211 |
|
|
2014
Q4 | – | Sell |
-4,185
| Closed | -$232K | – | 186 |
|
|
2014
Q3 | $232K | Buy |
4,185
+1
| +0% | +$55 | 0.04% | 158 |
|
|
2014
Q2 | $244K | Buy |
+4,184
| New | +$244K | 0.04% | 165 |
|