Brown Miller Wealth 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 | $500K | Buy |
7,953
+414
| +5% | +$26K | 0.16% | 104 |
|
|
2025
Q1 | $451K | Buy |
7,539
+759
| +11% | +$45.4K | 0.16% | 110 |
|
|
2024
Q4 | $367K | Sell |
6,780
-281
| -4% | -$15.2K | 0.14% | 87 |
|
|
2024
Q3 | $322K | Buy |
7,061
+26
| +0.4% | +$1.19K | 0.13% | 96 |
|
|
2024
Q2 | $299K | Buy |
7,035
+18
| +0.3% | +$765 | 0.12% | 100 |
|
|
2024
Q1 | $273K | Buy |
7,017
+20
| +0.3% | +$779 | 0.12% | 105 |
|
|
2023
Q4 | $244K | Sell |
6,997
-397
| -5% | -$13.8K | 0.12% | 115 |
|
|
2023
Q3 | $249K | Buy |
7,394
+13
| +0.2% | +$438 | 0.14% | 109 |
|
|
2023
Q2 | $241K | Buy |
7,381
+25
| +0.3% | +$816 | 0.13% | 110 |
|
|
2023
Q1 | $220K | Sell |
7,356
-1,273
| -15% | -$38K | 0.13% | 109 |
|
|
2022
Q4 | $284K | Buy |
8,629
+39
| +0.5% | +$1.28K | 0.18% | 100 |
|
|
2022
Q3 | $245K | Sell |
8,590
-2,957
| -26% | -$84.3K | 0.17% | 104 |
|
|
2022
Q2 | $360K | Buy |
11,547
+40
| +0.3% | +$1.25K | 0.24% | 78 |
|
|
2022
Q1 | $384K | Buy |
11,507
+467
| +4% | +$15.6K | 0.22% | 78 |
|
|
2021
Q4 | $287K | Buy |
11,040
+1,931
| +21% | +$50.2K | 0.16% | 103 |
|
|
2021
Q3 | $236K | Buy |
9,109
+30
| +0.3% | +$777 | 0.15% | 108 |
|
|
2021
Q2 | $241K | Buy |
9,079
+199
| +2% | +$5.28K | 0.15% | 106 |
|
|
2021
Q1 | $210K | Buy |
+8,880
| New | +$210K | 0.15% | 108 |
|