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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | $99.9K | Buy |
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|
2022
Q4 | $97K | Sell |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $109K | Buy |
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|
2021
Q1 | $22K | Sell |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $55K | Buy |
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