Everett Harris & Co’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 | $1.07M | Buy |
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|
2025
Q1 | $998K | Hold |
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|
2024
Q4 | $904K | Buy |
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|
2024
Q3 | $693K | Hold |
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|
2024
Q2 | $645K | Hold |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $582K | Sell |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $597K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $448K | Sell |
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|
2015
Q3 | $963K | Buy |
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|
2015
Q2 | $1.09M | Buy |
|