Everence Capital Management’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 | $2.77M | Hold |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $2.93M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $527K | Hold |
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|
2020
Q1 | $365K | Hold |
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|
2019
Q4 | $612K | Hold |
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|
2019
Q3 | $620K | Hold |
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|
2019
Q2 | $723K | Hold |
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|
2019
Q1 | $740K | Buy |
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|
2018
Q4 | $366K | Hold |
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|
2018
Q3 | $451K | Hold |
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|
2018
Q2 | $450K | Hold |
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|
2018
Q1 | $412K | Sell |
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|
2017
Q4 | $637K | Buy |
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|
2017
Q3 | $461K | Hold |
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|
2017
Q2 | $465K | Hold |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $706K | Hold |
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|
2016
Q3 | $696K | Hold |
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|
2016
Q2 | $490K | Hold |
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|
2016
Q1 | $364K | Hold |
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|
2015
Q4 | $582K | Buy |
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|
2015
Q3 | $622K | Hold |
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|
2015
Q2 | $969K | Hold |
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|
2015
Q1 | $828K | Hold |
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|
2014
Q4 | $759K | Buy |
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|
2014
Q3 | $985K | Hold |
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|
2014
Q2 | $964K | Hold |
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|
2014
Q1 | $672K | Hold |
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|
2013
Q4 | $639K | Hold |
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|
2013
Q3 | $602K | Hold |
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|
2013
Q2 | $538K | Buy |
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