Deseret Mutual Benefit Administrators’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 | $91.2K | Hold |
1,452
| – | – | 0.04% | 228 |
|
|
2025
Q1 | $86.8K | Sell |
1,452
-118
| -8% | -$7.05K | 0.04% | 226 |
|
|
2024
Q4 | $85K | Sell |
1,570
-26
| -2% | -$1.41K | 0.04% | 227 |
|
|
2024
Q3 | $72.9K | Hold |
1,596
| – | – | 0.04% | 248 |
|
|
2024
Q2 | $67.8K | Hold |
1,596
| – | – | 0.03% | 250 |
|
|
2024
Q1 | $62.2K | Hold |
1,596
| – | – | 0.03% | 255 |
|
|
2023
Q4 | $55.6K | Sell |
1,596
-473
| -23% | -$16.5K | 0.03% | 256 |
|
|
2023
Q3 | $69.7K | Sell |
2,069
-311
| -13% | -$10.5K | 0.03% | 244 |
|
|
2023
Q2 | $77.7K | Hold |
2,380
| – | – | 0.03% | 249 |
|
|
2023
Q1 | $71.1K | Sell |
2,380
-38
| -2% | -$1.14K | 0.03% | 258 |
|
|
2022
Q4 | $79.6K | Sell |
2,418
-2,027
| -46% | -$66.7K | 0.03% | 250 |
|
|
2022
Q3 | $127K | Sell |
4,445
-1,504
| -25% | -$43K | 0.04% | 252 |
|
|
2022
Q2 | $186K | Sell |
5,949
-341
| -5% | -$10.7K | 0.04% | 238 |
|
|
2022
Q1 | $210K | Sell |
6,290
-1,480
| -19% | -$49.4K | 0.04% | 239 |
|
|
2021
Q4 | $202K | Hold |
7,770
| – | – | 0.03% | 268 |
|
|
2021
Q3 | $202K | Sell |
7,770
-2,014
| -21% | -$52.4K | 0.04% | 255 |
|
|
2021
Q2 | $260K | Buy |
+9,784
| New | +$260K | 0.06% | 157 |
|