Alta Advisers’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 | $386K | Hold |
6,149
| – | – | 0.14% | 134 |
|
|
2025
Q1 | $367K | Buy |
6,149
+2,200
| +56% | +$131K | 0.16% | 133 |
|
|
2024
Q4 | $214K | Buy |
3,949
+249
| +7% | +$13.5K | 0.14% | 142 |
|
|
2024
Q3 | $169K | Hold |
3,700
| – | – | 0.08% | 173 |
|
|
2024
Q2 | $157K | Hold |
3,700
| – | – | 0.08% | 162 |
|
|
2024
Q1 | $144K | Hold |
3,700
| – | – | 0.07% | 184 |
|
|
2023
Q4 | $129K | Hold |
3,700
| – | – | 0.07% | 194 |
|
|
2023
Q3 | $125K | Hold |
3,700
| – | – | 0.07% | 174 |
|
|
2023
Q2 | $121K | Hold |
3,700
| – | – | 0.07% | 192 |
|
|
2023
Q1 | $110K | Hold |
3,700
| – | – | 0.07% | 204 |
|
|
2022
Q4 | $122K | Hold |
3,700
| – | – | 0.07% | 178 |
|
|
2022
Q3 | $106K | Buy |
+3,700
| New | +$106K | 0.07% | 192 |
|