BWM
Birchcreek Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Hold |
8,090
| – | – | 0.29% | 63 |
|
|
2025
Q1 | $483K | Hold |
8,090
| – | – | 0.31% | 59 |
|
|
2024
Q4 | $438K | Hold |
8,090
| – | – | 0.28% | 73 |
|
|
2024
Q3 | $369K | Hold |
8,090
| – | – | 0.24% | 79 |
|
|
2024
Q2 | $344K | Hold |
8,090
| – | – | 0.19% | 103 |
|
|
2024
Q1 | $315K | Hold |
8,090
| – | – | 0.17% | 112 |
|
|
2023
Q4 | $282K | Hold |
8,090
| – | – | 0.17% | 106 |
|
|
2023
Q3 | $273K | Hold |
8,090
| – | – | 0.18% | 111 |
|
|
2023
Q2 | $264K | Hold |
8,090
| – | – | 0.18% | 112 |
|
|
2023
Q1 | $242K | Sell |
8,090
-734
| -8% | -$21.9K | 0.19% | 112 |
|
|
2022
Q4 | $290K | Hold |
8,824
| – | – | 0.26% | 98 |
|
|
2022
Q3 | $253K | Hold |
8,824
| – | – | 0.23% | 99 |
|
|
2022
Q2 | $275K | Buy |
8,824
+734
| +9% | +$22.9K | 0.25% | 93 |
|
|
2022
Q1 | $270K | Hold |
8,090
| – | – | 0.24% | 88 |
|
|
2021
Q4 | $211K | Hold |
8,090
| – | – | 0.18% | 110 |
|
|
2021
Q3 | $210K | Hold |
8,090
| – | – | 0.2% | 114 |
|
|
2021
Q2 | $215K | Buy |
+8,090
| New | +$215K | 0.21% | 109 |
|
|
2021
Q1 | – | Sell |
-8,090
| Closed | -$162K | – | 300 |
|
|
2020
Q4 | $162K | Buy |
+8,090
| New | +$162K | 0.16% | 112 |
|