Beese Fulmer Investment 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 | $850K | Buy |
13,529
+382
| +3% | +$24K | 0.06% | 151 |
|
|
2025
Q1 | $786K | Buy |
13,147
+247
| +2% | +$14.8K | 0.07% | 132 |
|
|
2024
Q4 | $698K | Hold |
12,900
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $589K | Hold |
12,900
| – | – | 0.05% | 142 |
|
|
2024
Q2 | $548K | Buy |
12,900
+1,825
| +16% | +$77.6K | 0.05% | 143 |
|
|
2024
Q1 | $432K | Hold |
11,075
| – | – | 0.04% | 154 |
|
|
2023
Q4 | $386K | Sell |
11,075
-500
| -4% | -$17.4K | 0.04% | 166 |
|
|
2023
Q3 | $390K | Hold |
11,575
| – | – | 0.04% | 160 |
|
|
2023
Q2 | $378K | Hold |
11,575
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $346K | Hold |
11,575
| – | – | 0.04% | 169 |
|
|
2022
Q4 | $381K | Sell |
11,575
-120
| -1% | -$3.95K | 0.05% | 170 |
|
|
2022
Q3 | $335K | Buy |
11,695
+320
| +3% | +$9.17K | 0.05% | 165 |
|
|
2022
Q2 | $355K | Hold |
11,375
| – | – | 0.05% | 166 |
|
|
2022
Q1 | $380K | Sell |
11,375
-1,000
| -8% | -$33.4K | 0.04% | 169 |
|
|
2021
Q4 | $322K | Buy |
12,375
+100
| +0.8% | +$2.6K | 0.03% | 187 |
|
|
2021
Q3 | $318K | Buy |
12,275
+1,000
| +9% | +$25.9K | 0.04% | 183 |
|
|
2021
Q2 | $299K | Buy |
+11,275
| New | +$299K | 0.03% | 181 |
|
|
2020
Q3 | – | Sell |
-1,246
| Closed | -$24K | – | 554 |
|
|
2020
Q2 | $24K | Buy |
+1,246
| New | +$24K | ﹤0.01% | 390 |
|