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 |
|