Ellis Investment Partners’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
Q3 | $316K | Sell |
|
|||||
|
2025
Q2 | $323K | Sell |
|
|||||
|
2025
Q1 | $311K | Buy |
|
|||||
|
2024
Q4 | $279K | Sell |
|
|||||
|
2024
Q3 | $253K | Buy |
|
|||||
|
2024
Q2 | $233K | Buy |
|
|||||
|
2024
Q1 | $211K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $145K | Buy |
|
|||||
|
2022
Q2 | $156K | Buy |
|
|||||
|
2022
Q1 | $165K | Buy |
|
|||||
|
2021
Q4 | $127K | Sell |
|
|||||
|
2021
Q3 | $145K | Buy |
|
|||||
|
2021
Q2 | $98K | Buy |
|
|||||
|
2021
Q1 | $87K | Buy |
|
|||||
|
2020
Q4 | $72K | Sell |
|
|||||
|
2020
Q3 | $77K | Sell |
|
|||||
|
2020
Q2 | $109K | Sell |
|
|||||
|
2020
Q1 | $81K | Sell |
|
|||||
|
2019
Q4 | $147K | Sell |
|
|||||
|
2019
Q3 | $152K | Buy |
|
|||||
|
2019
Q2 | $117K | Buy |
|