Capital 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 | $339K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Hold |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $229K | Hold |
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|
2017
Q3 | $225K | Hold |
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|
2017
Q2 | $227K | Sell |
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|
2017
Q1 | $244K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $254K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $276K | Hold |
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|
2015
Q2 | $430K | Hold |
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|
2015
Q1 | $379K | Hold |
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|
2014
Q4 | $337K | Hold |
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|
2014
Q3 | $415K | Hold |
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|
2014
Q2 | $437K | Hold |
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|
2014
Q1 | $304K | Sell |
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|
2013
Q4 | $291K | Hold |
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|
2013
Q3 | $274K | Buy |
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|
2013
Q2 | $244K | Buy |
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