Disciplined Investments’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 | $223K | Buy |
3,545
+8
| +0.2% | +$503 | 0.09% | 115 |
|
|
2025
Q1 | $211K | Buy |
+3,537
| New | +$211K | 0.1% | 121 |
|
|
2023
Q3 | – | Sell |
-3,349
| Closed | -$109K | – | 1559 |
|
|
2023
Q2 | $109K | Buy |
3,349
+5
| +0.1% | +$163 | 0.06% | 140 |
|
|
2023
Q1 | $99.9K | Buy |
3,344
+397
| +13% | +$11.9K | 0.04% | 167 |
|
|
2022
Q4 | $97K | Sell |
2,947
-1,503
| -34% | -$49.4K | 0.05% | 144 |
|
|
2022
Q3 | $127K | Buy |
4,450
+120
| +3% | +$3.43K | 0.06% | 142 |
|
|
2022
Q2 | $135K | Buy |
4,330
+23
| +0.5% | +$717 | 0.06% | 140 |
|
|
2022
Q1 | $144K | Buy |
4,307
+128
| +3% | +$4.28K | 0.06% | 140 |
|
|
2021
Q4 | $109K | Buy |
4,179
+61
| +1% | +$1.59K | 0.05% | 148 |
|
|
2021
Q3 | $107K | Buy |
4,118
+2
| +0% | +$52 | 0.05% | 141 |
|
|
2021
Q2 | $109K | Buy |
4,116
+3,178
| +339% | +$84.2K | 0.06% | 139 |
|
|
2021
Q1 | $22K | Sell |
938
-1,385
| -60% | -$32.5K | 0.01% | 228 |
|
|
2020
Q4 | $47K | Sell |
2,323
-128
| -5% | -$2.59K | 0.03% | 156 |
|
|
2020
Q3 | $48K | Buy |
2,451
+133
| +6% | +$2.61K | 0.04% | 159 |
|
|
2020
Q2 | $44K | Buy |
2,318
+2
| +0.1% | +$38 | 0.03% | 172 |
|
|
2020
Q1 | $33K | Buy |
2,316
+3
| +0.1% | +$43 | 0.03% | 187 |
|
|
2019
Q4 | $55K | Buy |
+2,313
| New | +$55K | 0.05% | 159 |
|