Diligent Investors’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 | $1.25M | Buy |
19,935
+552
| +3% | +$34.7K | 0.3% | 98 |
|
|
2025
Q1 | $1.16M | Sell |
19,383
-1,009
| -5% | -$60.3K | 0.28% | 100 |
|
|
2024
Q4 | $1.1M | Buy |
20,392
+1,103
| +6% | +$59.7K | 0.25% | 114 |
|
|
2024
Q3 | $881K | Buy |
19,289
+5
| +0% | +$228 | 0.2% | 139 |
|
|
2024
Q2 | $820K | Buy |
19,284
+105
| +0.5% | +$4.46K | 0.2% | 136 |
|
|
2024
Q1 | $747K | Buy |
19,179
+1,556
| +9% | +$60.6K | 0.19% | 144 |
|
|
2023
Q4 | $614K | Sell |
17,623
-994
| -5% | -$34.6K | 0.17% | 150 |
|
|
2023
Q3 | $627K | Sell |
18,617
-1,546
| -8% | -$52.1K | 0.19% | 139 |
|
|
2023
Q2 | $658K | Buy |
20,163
+1,304
| +7% | +$42.6K | 0.19% | 130 |
|
|
2023
Q1 | $563K | Buy |
18,859
+4
| +0% | +$119 | 0.17% | 141 |
|
|
2022
Q4 | $620K | Buy |
18,855
+7,604
| +68% | +$250K | 0.2% | 122 |
|
|
2022
Q3 | $322K | Sell |
11,251
-1,997
| -15% | -$57.2K | 0.11% | 176 |
|
|
2022
Q2 | $413K | Buy |
13,248
+6
| +0% | +$187 | 0.14% | 159 |
|
|
2022
Q1 | $442K | Sell |
13,242
-1,994
| -13% | -$66.6K | 0.13% | 166 |
|
|
2021
Q4 | $397K | Buy |
15,236
+1,604
| +12% | +$41.8K | 0.11% | 177 |
|
|
2021
Q3 | $362K | Hold |
13,632
| – | – | 0.12% | 158 |
|
|
2021
Q2 | $362K | Buy |
13,632
+1,854
| +16% | +$49.2K | 0.12% | 159 |
|
|
2021
Q1 | $279K | Sell |
11,778
-3,995
| -25% | -$94.6K | 0.1% | 182 |
|
|
2020
Q4 | $316K | Buy |
+15,773
| New | +$316K | 0.13% | 153 |
|