Aspen Investment Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Buy |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $917K | Buy |
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|
2024
Q2 | $847K | Buy |
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|
2024
Q1 | $757K | Sell |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $205K | Sell |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $438K | Hold |
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|
2018
Q1 | $402K | Buy |
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|
2017
Q4 | $469K | Hold |
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|
2017
Q3 | $462K | Buy |
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|
2017
Q2 | $446K | Buy |
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|
2017
Q1 | $417K | Buy |
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|
2016
Q4 | $421K | Sell |
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|
2016
Q3 | $439K | Hold |
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|
2016
Q2 | $309K | Sell |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $403K | Sell |
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|
2015
Q3 | $581K | Sell |
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|
2015
Q2 | $928K | Hold |
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|
2015
Q1 | $818K | Buy |
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|
2014
Q4 | $719K | Sell |
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|
2014
Q3 | $891K | Sell |
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|
2014
Q2 | $2.16M | Buy |
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|
2014
Q1 | $1.48M | Sell |
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|
2013
Q4 | $1.45M | Sell |
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|
2013
Q3 | $1.37M | Hold |
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|
2013
Q2 | $1.23M | Buy |
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