ArchPoint Investors’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 | $264K | Hold |
4,200
| – | – | 0.08% | 63 |
|
|
2025
Q1 | $251K | Hold |
4,200
| – | – | 0.08% | 63 |
|
|
2024
Q4 | $227K | Buy |
+4,200
| New | +$227K | 0.07% | 62 |
|
|
2021
Q4 | – | Sell |
-7,878
| Closed | -$204K | – | 131 |
|
|
2021
Q3 | $204K | Sell |
7,878
-88,769
| -92% | -$2.3M | 0.06% | 108 |
|
|
2021
Q2 | $2.57M | Buy |
96,647
+42,122
| +77% | +$1.12M | 0.87% | 23 |
|
|
2021
Q1 | $1.29M | Sell |
54,525
-41,175
| -43% | -$976K | 0.37% | 41 |
|
|
2020
Q4 | $1.92M | Hold |
95,700
| – | – | 0.53% | 33 |
|
|
2020
Q3 | $1.88M | Hold |
95,700
| – | – | 0.6% | 27 |
|
|
2020
Q2 | $1.82M | Hold |
95,700
| – | – | 0.58% | 25 |
|
|
2020
Q1 | $1.35M | Sell |
95,700
-80,263
| -46% | -$1.14M | 0.53% | 25 |
|
|
2019
Q4 | $4.17M | Buy |
175,963
+54,586
| +45% | +$1.29M | 1.28% | 18 |
|
|
2019
Q3 | $2.92M | Buy |
121,377
+108,002
| +807% | +$2.6M | 0.99% | 22 |
|
|
2019
Q2 | $375K | Hold |
13,375
| – | – | 0.12% | 71 |
|
|
2019
Q1 | $384K | Sell |
13,375
-60
| -0.4% | -$1.72K | 0.11% | 66 |
|
|
2018
Q4 | $296K | Sell |
13,435
-45,396
| -77% | -$1M | 0.1% | 66 |
|
|
2018
Q3 | $1.6M | Buy |
58,831
+30,077
| +105% | +$818K | 0.44% | 35 |
|
|
2018
Q2 | $780K | Buy |
28,754
+23,345
| +432% | +$633K | 0.22% | 46 |
|
|
2018
Q1 | $134K | Buy |
5,409
+3,712
| +219% | +$92K | 0.04% | 104 |
|
|
2017
Q4 | $52K | Sell |
1,697
-8,563
| -83% | -$262K | 0.02% | 116 |
|
|
2017
Q3 | $308K | Buy |
10,260
+145
| +1% | +$4.35K | 0.1% | 86 |
|
|
2017
Q2 | $306K | Buy |
10,115
+8,964
| +779% | +$271K | 0.1% | 87 |
|
|
2017
Q1 | $34K | Buy |
+1,151
| New | +$34K | 0.01% | 119 |
|