Bridges 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 | $846K | Buy |
13,465
+336
| +3% | +$21.1K | 0.01% | 253 |
|
|
2025
Q1 | $785K | Hold |
13,129
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $711K | Sell |
13,129
-18
| -0.1% | -$974 | 0.01% | 249 |
|
|
2024
Q3 | $600K | Sell |
13,147
-16,206
| -55% | -$740K | 0.01% | 264 |
|
|
2024
Q2 | $1.25M | Buy |
+29,353
| New | +$1.25M | 0.02% | 169 |
|
|
2015
Q4 | – | Sell |
-4,575
| Closed | -$263K | – | 139 |
|
|
2015
Q3 | $263K | Hold |
4,575
| – | – | 0.05% | 127 |
|
|
2015
Q2 | $263K | Buy |
4,575
+100
| +2% | +$5.75K | 0.05% | 127 |
|
|
2015
Q1 | $227K | Buy |
+4,475
| New | +$227K | 0.04% | 139 |
|
|
2014
Q4 | – | Sell |
-4,275
| Closed | -$236K | – | 139 |
|
|
2014
Q3 | $236K | Buy |
4,275
+75
| +2% | +$4.14K | 0.04% | 128 |
|
|
2014
Q2 | $244K | Buy |
+4,200
| New | +$244K | 0.05% | 127 |
|
|
2014
Q1 | – | Sell |
-5,450
| Closed | -$210K | – | 130 |
|
|
2013
Q4 | $210K | Buy |
+5,450
| New | +$210K | 0.05% | 124 |
|