Annis Gardner Whiting Capital Advisors’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 | $289K | Buy |
4,596
+1,054
| +30% | +$66.2K | 0.1% | 178 |
|
|
2025
Q1 | $212K | Sell |
3,542
-205
| -5% | -$12.3K | 0.09% | 184 |
|
|
2024
Q4 | $203K | Sell |
3,747
-1,230
| -25% | -$66.6K | 0.06% | 200 |
|
|
2024
Q3 | $227K | Hold |
4,977
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $212K | Buy |
4,977
+31
| +0.6% | +$1.32K | 0.06% | 208 |
|
|
2024
Q1 | $193K | Buy |
4,946
+31
| +0.6% | +$1.21K | 0.07% | 186 |
|
|
2023
Q4 | $171K | Hold |
4,915
| – | – | 0.08% | 169 |
|
|
2023
Q3 | $166K | Buy |
+4,915
| New | +$166K | 0.09% | 159 |
|