Chesley Taft & Associates’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 | $642K | Buy |
10,221
+184
| +2% | +$11.6K | 0.03% | 244 |
|
|
2025
Q1 | $600K | Buy |
10,037
+37
| +0.4% | +$2.21K | 0.03% | 243 |
|
|
2024
Q4 | $541K | Hold |
10,000
| – | – | 0.03% | 244 |
|
|
2024
Q3 | $457K | Hold |
10,000
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $425K | Hold |
10,000
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $390K | Hold |
10,000
| – | – | 0.02% | 264 |
|
|
2023
Q4 | $348K | Buy |
+10,000
| New | +$348K | 0.02% | 268 |
|