Baker Avenue Asset Management’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 | $1.21M | Buy |
+19,232
| New | +$1.21M | 0.03% | 230 |
|
|
2023
Q4 | – | Sell |
-284
| Closed | -$9.56K | – | 1485 |
|
|
2023
Q3 | $9.56K | Buy |
284
+8
| +3% | +$269 | ﹤0.01% | 774 |
|
|
2023
Q2 | $9.01K | Hold |
276
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $8.24K | Hold |
276
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $9.08K | Buy |
+276
| New | +$9.08K | ﹤0.01% | 721 |
|
|
2015
Q2 | – | Sell |
-8,310
| Closed | -$420K | – | 272 |
|
|
2015
Q1 | $420K | Buy |
8,310
+917
| +12% | +$46.3K | 0.06% | 166 |
|
|
2014
Q4 | $332K | Buy |
7,393
+441
| +6% | +$19.8K | 0.05% | 202 |
|
|
2014
Q3 | $385K | Sell |
6,952
-1,598
| -19% | -$88.5K | 0.05% | 186 |
|
|
2014
Q2 | $498K | Buy |
+8,550
| New | +$498K | 0.07% | 164 |
|
|
2014
Q1 | – | Sell |
-5,650
| Closed | -$218K | – | 268 |
|
|
2013
Q4 | $218K | Buy |
+5,650
| New | +$218K | 0.04% | 222 |
|