Davis 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 | $364K | Hold |
6,207
| – | – | 0.13% | 130 |
|
|
2025
Q1 | $356K | Buy |
6,207
+893
| +17% | +$51.2K | 0.16% | 114 |
|
|
2024
Q4 | $295K | Hold |
5,314
| – | – | 0.12% | 99 |
|
|
2024
Q3 | $253K | Hold |
5,314
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $228K | Hold |
5,314
| – | – | 0.09% | 108 |
|
|
2024
Q1 | $207K | Buy |
+5,314
| New | +$207K | 0.09% | 114 |
|