Beese Fulmer Investment Management’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
Q2 | $850K | Buy |
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|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $698K | Hold |
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|
2024
Q3 | $589K | Hold |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $24K | Buy |
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