Everett Harris & Co’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
17,045
+350
| +2% | +$22K | 0.01% | 149 |
|
|
2025
Q1 | $998K | Hold |
16,695
| – | – | 0.01% | 147 |
|
|
2024
Q4 | $904K | Buy |
16,695
+1,520
| +10% | +$82.3K | 0.01% | 145 |
|
|
2024
Q3 | $693K | Hold |
15,175
| – | – | 0.01% | 164 |
|
|
2024
Q2 | $645K | Hold |
15,175
| – | – | 0.01% | 163 |
|
|
2024
Q1 | $591K | Buy |
15,175
+275
| +2% | +$10.7K | 0.01% | 174 |
|
|
2023
Q4 | $519K | Buy |
14,900
+1,365
| +10% | +$47.5K | 0.01% | 170 |
|
|
2023
Q3 | $456K | Buy |
13,535
+75
| +0.6% | +$2.53K | 0.01% | 173 |
|
|
2023
Q2 | $439K | Hold |
13,460
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $402K | Hold |
13,460
| – | – | 0.01% | 186 |
|
|
2022
Q4 | $443K | Hold |
13,460
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $385K | Hold |
13,460
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $420K | Sell |
13,460
-104
| -0.8% | -$3.25K | 0.01% | 195 |
|
|
2022
Q1 | $453K | Buy |
13,564
+850
| +7% | +$28.4K | 0.01% | 194 |
|
|
2021
Q4 | $331K | Hold |
12,714
| – | – | ﹤0.01% | 224 |
|
|
2021
Q3 | $330K | Hold |
12,714
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $338K | Sell |
12,714
-808
| -6% | -$21.5K | 0.01% | 219 |
|
|
2021
Q1 | $320K | Sell |
13,522
-2,373
| -15% | -$56.2K | 0.01% | 216 |
|
|
2020
Q4 | $319K | Sell |
15,895
-601
| -4% | -$12.1K | 0.01% | 213 |
|
|
2020
Q3 | $324K | Hold |
16,496
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $314K | Sell |
16,496
-922
| -5% | -$17.6K | 0.01% | 190 |
|
|
2020
Q1 | $246K | Sell |
17,418
-1,130
| -6% | -$16K | 0.01% | 190 |
|
|
2019
Q4 | $440K | Sell |
18,548
-164
| -0.9% | -$3.89K | 0.01% | 190 |
|
|
2019
Q3 | $450K | Sell |
18,712
-11
| -0.1% | -$265 | 0.01% | 178 |
|
|
2019
Q2 | $525K | Sell |
18,723
-1,558
| -8% | -$43.7K | 0.01% | 172 |
|
|
2019
Q1 | $582K | Sell |
20,281
-1,488
| -7% | -$42.7K | 0.02% | 162 |
|
|
2018
Q4 | $480K | Sell |
21,769
-171
| -0.8% | -$3.77K | 0.01% | 166 |
|
|
2018
Q3 | $597K | Buy |
+21,940
| New | +$597K | 0.02% | 164 |
|
|
2016
Q1 | – | Sell |
-17,414
| Closed | -$448K | – | 248 |
|
|
2015
Q4 | $448K | Sell |
17,414
-8,720
| -33% | -$224K | 0.02% | 175 |
|
|
2015
Q3 | $963K | Buy |
26,134
+7,100
| +37% | +$262K | 0.04% | 136 |
|
|
2015
Q2 | $1.09M | Buy |
+19,034
| New | +$1.09M | 0.04% | 126 |
|