Beacon Capital Management LLC (Tennessee)’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
Sell
-1,500
Closed -$94.2K 1022
2025
Q2
$94.2K Buy
1,500
+152
+11% +$8.97K 0.01% 221
2025
Q1
$80.6K Buy
1,348
+9
+0.7% +$515 0.01% 234
2024
Q4
$72.5K Sell
1,339
-781
-37% -$42.1K 0.01% 241
2024
Q3
$96.8K Buy
2,120
+585
+38% +$25.7K 0.01% 200
2024
Q2
$65.2K Buy
1,535
+137
+10% +$5.5K 0.01% 243
2024
Q1
$54.5K Buy
1,398
+529
+61% +$18.8K 0.01% 280
2023
Q4
$29.3K Hold
869
0.01% 320
2023
Q3
$28.4K Hold
869
0.01% 347
2023
Q2
$28.4K Buy
869
+234
+37% +$7.02K 0.01% 347
2023
Q1
$19K Sell
635
-347
-35% -$10.7K 0.01% 371
2022
Q4
$32.3K Sell
982
-1,823
-65% -$59.3K 0.01% 288
2022
Q3
$87K Sell
2,805
-353
-11% -$11.5K 0.03% 155
2022
Q2
$106K Hold
3,158
0.03% 150
2022
Q1
$106K Buy
+3,158
New +$96.5K 0.03% 150

Other funds holding WMB