Convergence Investment Partners’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 | $2.16M | Sell |
34,342
-494
| -1% | -$31K | 0.55% | 50 |
|
|
2025
Q1 | $2.08M | Buy |
+34,836
| New | +$2.08M | 0.58% | 45 |
|
|
2021
Q4 | – | Sell |
-48,679
| Closed | -$1.26M | – | 261 |
|
|
2021
Q3 | $1.26M | Sell |
48,679
-14,851
| -23% | -$385K | 0.68% | 58 |
|
|
2021
Q2 | $1.69M | Buy |
63,530
+3,907
| +7% | +$104K | 0.73% | 53 |
|
|
2021
Q1 | $1.41M | Sell |
59,623
-3,189
| -5% | -$75.5K | 0.65% | 56 |
|
|
2020
Q4 | $1.26M | Buy |
62,812
+28,538
| +83% | +$572K | 0.63% | 55 |
|
|
2020
Q3 | $673K | Sell |
34,274
-15,496
| -31% | -$304K | 0.23% | 154 |
|
|
2020
Q2 | $947K | Buy |
+49,770
| New | +$947K | 0.33% | 109 |
|
|
2018
Q2 | – | Sell |
-1,383
| Closed | -$34K | – | 911 |
|
|
2018
Q1 | $34K | Sell |
1,383
-39,154
| -97% | -$963K | ﹤0.01% | 494 |
|
|
2017
Q4 | $1.24M | Sell |
40,537
-622
| -2% | -$19K | 0.17% | 217 |
|
|
2017
Q3 | $1.24M | Buy |
+41,159
| New | +$1.24M | 0.18% | 215 |
|