Disciplined Investments’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$549K	Buy	7,541 +3,747	+99%	+$259K	0.2%	82
2025 Q4	$228K	Sell	3,794 -5	-0.1%	-$302	0.09%	115
2025 Q3	$241K	Buy	3,799 +254	+7%	+$14.9K	0.1%	113
2025 Q2	$223K	Buy	3,545 +8	+0.2%	+$472	0.09%	115
2025 Q1	$211K	Buy	+3,537	New	+$202K	0.1%	121
2023 Q3	–	Sell	-3,349	Closed	-$109K	–	1559
2023 Q2	$109K	Buy	3,349 +5	+0.1%	+$150	0.06%	140
2023 Q1	$99.9K	Buy	3,344 +397	+13%	+$12.3K	0.04%	167
2022 Q4	$97K	Sell	2,947 -1,503	-34%	-$48.9K	0.05%	144
2022 Q3	$127K	Buy	4,450 +120	+3%	+$3.91K	0.06%	142
2022 Q2	$135K	Buy	4,330 +23	+0.5%	+$794	0.06%	140
2022 Q1	$144K	Buy	4,307 +128	+3%	+$3.91K	0.06%	142
2021 Q4	$109K	Buy	4,179 +61	+1%	+$1.69K	0.05%	150
2021 Q3	$107K	Buy	4,118 +2	+0%	+$50	0.05%	144
2021 Q2	$109K	Buy	4,116 +3,178	+339%	+$81.4K	0.06%	139
2021 Q1	$22K	Sell	938 -1,385	-60%	-$31.5K	0.01%	228
2020 Q4	$47K	Sell	2,323 -128	-5%	-$2.6K	0.03%	158
2020 Q3	$48K	Buy	2,451 +133	+6%	+$2.71K	0.04%	162
2020 Q2	$44K	Buy	2,318 +2	+0.1%	+$37	0.03%	173
2020 Q1	$33K	Buy	2,316 +3	+0.1%	+$58	0.03%	187
2019 Q4	$55K	Buy	+2,313	New	+$53K	0.05%	159