Beacon Capital Management LLC (Tennessee)’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
$94.2K Buy
1,500
+152
+11% +$9.55K 0.01% 221
2025
Q1
$80.6K Buy
1,348
+9
+0.7% +$538 0.01% 234
2024
Q4
$72.5K Sell
1,339
-781
-37% -$42.3K 0.01% 241
2024
Q3
$96.8K Buy
2,120
+585
+38% +$26.7K 0.01% 200
2024
Q2
$65.2K Buy
1,535
+137
+10% +$5.82K 0.01% 243
2024
Q1
$54.5K Buy
1,398
+529
+61% +$20.6K 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% +$7.64K 0.01% 347
2023
Q1
$19K Sell
635
-347
-35% -$10.4K 0.01% 371
2022
Q4
$32.3K Sell
982
-1,823
-65% -$60K 0.01% 288
2022
Q3
$87K Sell
2,805
-353
-11% -$10.9K 0.03% 155
2022
Q2
$106K Hold
3,158
0.03% 150
2022
Q1
$106K Buy
+3,158
New +$106K 0.03% 150