AGP
Autumn Glory Partners’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
60,320
-4,200
| -7% | -$264K | 1.77% | 9 |
|
|
2025
Q1 | $3.86M | Sell |
64,520
-24,064
| -27% | -$1.44M | 1.91% | 7 |
|
|
2024
Q4 | $4.79M | Sell |
88,584
-37,113
| -30% | -$2.01M | 2.35% | 7 |
|
|
2024
Q3 | $5.74M | Buy |
125,697
+20,934
| +20% | +$957K | 2.21% | 7 |
|
|
2024
Q2 | $4.45M | Buy |
104,763
+1,033
| +1% | +$43.9K | 2.27% | 7 |
|
|
2024
Q1 | $4.04M | Sell |
103,730
-1,149
| -1% | -$44.8K | 1.98% | 10 |
|
|
2023
Q4 | $3.64M | Sell |
104,879
-2,730
| -3% | -$94.7K | 2.07% | 7 |
|
|
2023
Q3 | $3.63M | Buy |
107,609
+23,579
| +28% | +$794K | 2.21% | 7 |
|
|
2023
Q2 | $2.74M | Sell |
84,030
-11,319
| -12% | -$369K | 2.01% | 10 |
|
|
2023
Q1 | $2.85M | Sell |
95,349
-36,960
| -28% | -$1.1M | 2.43% | 6 |
|
|
2022
Q4 | $4.35M | Buy |
132,309
+17,080
| +15% | +$562K | 2.33% | 9 |
|
|
2022
Q3 | $3.3M | Buy |
115,229
+3,305
| +3% | +$94.6K | 2.22% | 8 |
|
|
2022
Q2 | $3.49M | Buy |
111,924
+13,865
| +14% | +$433K | 2.58% | 6 |
|
|
2022
Q1 | $3.28M | Sell |
98,059
-33,873
| -26% | -$1.13M | 1.9% | 10 |
|
|
2021
Q4 | $3.44M | Buy |
+131,932
| New | +$3.44M | 1.43% | 14 |
|