Atwood & Palmer’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 | $112K | Buy |
1,779
+1,591
| +846% | +$99.9K | 0.01% | 182 |
|
|
2025
Q1 | $11.2K | Hold |
188
| – | – | ﹤0.01% | 324 |
|
|
2024
Q4 | $10.2K | Buy |
+188
| New | +$10.2K | ﹤0.01% | 338 |
|
|
2022
Q2 | – | Sell |
-951
| Closed | -$32K | – | 456 |
|
|
2022
Q1 | $32K | Buy |
951
+717
| +306% | +$24.1K | ﹤0.01% | 270 |
|
|
2021
Q4 | $6K | Buy |
234
+83
| +55% | +$2.13K | ﹤0.01% | 397 |
|
|
2021
Q3 | $4K | Hold |
151
| – | – | ﹤0.01% | 394 |
|
|
2021
Q2 | $4K | Hold |
151
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 403 |
|
|
2016
Q4 | – | Sell |
-7,215
| Closed | -$222K | – | 340 |
|
|
2016
Q3 | $222K | Hold |
7,215
| – | – | 0.04% | 106 |
|
|
2016
Q2 | $156K | Hold |
7,215
| – | – | 0.03% | 130 |
|
|
2016
Q1 | $116K | Sell |
7,215
-233
| -3% | -$3.75K | 0.02% | 137 |
|
|
2015
Q4 | $191K | Buy |
7,448
+5,665
| +318% | +$145K | 0.04% | 126 |
|
|
2015
Q3 | $66K | Hold |
1,783
| – | – | 0.01% | 176 |
|
|
2015
Q2 | $102K | Hold |
1,783
| – | – | 0.02% | 158 |
|
|
2015
Q1 | $90K | Hold |
1,783
| – | – | 0.02% | 159 |
|
|
2014
Q4 | $81K | Hold |
1,783
| – | – | 0.02% | 177 |
|
|
2014
Q3 | $99K | Hold |
1,783
| – | – | 0.02% | 171 |
|
|
2014
Q2 | $104K | Buy |
+1,783
| New | +$104K | 0.03% | 156 |
|