Anchor Investment Management’s Williams Companies WMB Stock Holding History

Anchor Investment Management’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Sell	4,729 -2,650	-36%	-$166K	0.03%	312
2025 Q1	$441K	Buy	7,379 +1,000	+16%	+$59.8K	0.04%	272
2024 Q4	$345K	Buy	6,379 +900	+16%	+$48.7K	0.03%	291
2024 Q3	$250K	Hold	5,479	–	–	0.02%	331
2024 Q2	$233K	Buy	5,479 +750	+16%	+$31.9K	0.02%	325
2024 Q1	$184K	Buy	4,729 +245	+5%	+$9.55K	0.02%	366
2023 Q4	$156K	Hold	4,484	–	–	0.02%	377
2023 Q3	$151K	Buy	4,484 +146	+3%	+$4.92K	0.02%	379
2023 Q2	$142K	Buy	4,338 +100	+2%	+$3.26K	0.02%	382
2023 Q1	$127K	Hold	4,238	–	–	0.02%	404
2022 Q4	$139K	Hold	4,238	–	–	0.02%	395
2022 Q3	$121K	Hold	4,238	–	–	0.02%	407
2022 Q2	$132K	Hold	4,238	–	–	0.02%	413
2022 Q1	$142K	Buy	4,238 +2,388	+129%	+$79.8K	0.02%	423
2021 Q4	$48.2K	Hold	1,850	–	–	0.01%	576
2021 Q3	$48K	Hold	1,850	–	–	0.01%	533
2021 Q2	$49.1K	Hold	1,850	–	–	0.01%	533
2021 Q1	$43.8K	Sell	1,850 -200	-10%	-$4.74K	0.01%	531
2020 Q4	$41.1K	Hold	2,050	–	–	0.01%	504
2020 Q3	$40.3K	Hold	2,050	–	–	0.01%	470
2020 Q2	$39K	Sell	2,050 -1,000	-33%	-$19K	0.01%	468
2020 Q1	$43.2K	Sell	3,050 -4,800	-61%	-$67.9K	0.01%	449
2019 Q4	$186K	Hold	7,850	–	–	0.04%	304
2019 Q3	$189K	Sell	7,850 -8,472	-52%	-$204K	0.04%	299
2019 Q2	$458K	Hold	16,322	–	–	0.11%	177
2019 Q1	$469K	Hold	16,322	–	–	0.12%	175
2018 Q4	$360K	Hold	16,322	–	–	0.1%	196
2018 Q3	$444K	Buy	16,322 +7,572	+87%	+$206K	0.1%	200
2018 Q2	$237K	Hold	8,750	–	–	0.06%	272
2018 Q1	$218K	Buy	8,750 +4,800	+122%	+$119K	0.06%	279
2017 Q4	$120K	Hold	3,950	–	–	0.03%	345
2017 Q3	$119K	Hold	3,950	–	–	0.03%	324
2017 Q2	$120K	Hold	3,950	–	–	0.04%	300
2017 Q1	$117K	Hold	3,950	–	–	0.04%	300
2016 Q4	$123K	Sell	3,950 -3,149	-44%	-$98.1K	0.05%	282
2016 Q3	$218K	Sell	7,099 -499	-7%	-$15.3K	0.08%	214
2016 Q2	$164K	Sell	7,598 -416	-5%	-$9K	0.06%	236
2016 Q1	$129K	Buy	+8,014	New	+$129K	0.05%	257