Evergreen Capital Management’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 | $1.38M | Sell |
21,929
-1,129
| -5% | -$70.9K | 0.04% | 312 |
|
|
2025
Q1 | $1.38M | Buy |
23,058
+47
| +0.2% | +$2.81K | 0.05% | 288 |
|
|
2024
Q4 | $1.25M | Sell |
23,011
-2,594
| -10% | -$140K | 0.04% | 304 |
|
|
2024
Q3 | $1.17M | Sell |
25,605
-66
| -0.3% | -$3.01K | 0.04% | 314 |
|
|
2024
Q2 | $1.09M | Buy |
25,671
+3,876
| +18% | +$165K | 0.04% | 296 |
|
|
2024
Q1 | $849K | Sell |
21,795
-494
| -2% | -$19.3K | 0.03% | 319 |
|
|
2023
Q4 | $776K | Buy |
22,289
+2,980
| +15% | +$104K | 0.03% | 317 |
|
|
2023
Q3 | $651K | Sell |
19,309
-254
| -1% | -$8.56K | 0.03% | 336 |
|
|
2023
Q2 | $638K | Buy |
19,563
+6,117
| +45% | +$200K | 0.03% | 349 |
|
|
2023
Q1 | $402K | Sell |
13,446
-3,325
| -20% | -$99.3K | 0.02% | 421 |
|
|
2022
Q4 | $552K | Buy |
16,771
+2,402
| +17% | +$79K | 0.03% | 356 |
|
|
2022
Q3 | $411K | Buy |
14,369
+409
| +3% | +$11.7K | 0.02% | 380 |
|
|
2022
Q2 | $436K | Sell |
13,960
-2,081
| -13% | -$65K | 0.02% | 362 |
|
|
2022
Q1 | $536K | Buy |
16,041
+183
| +1% | +$6.12K | 0.02% | 360 |
|
|
2021
Q4 | $413K | Buy |
15,858
+254
| +2% | +$6.62K | 0.02% | 406 |
|
|
2021
Q3 | $405K | Buy |
15,604
+1,817
| +13% | +$47.2K | 0.02% | 385 |
|
|
2021
Q2 | $366K | Buy |
13,787
+23
| +0.2% | +$611 | 0.02% | 377 |
|
|
2021
Q1 | $326K | Buy |
13,764
+1,626
| +13% | +$38.5K | 0.02% | 386 |
|
|
2020
Q4 | $243K | Buy |
12,138
+390
| +3% | +$7.81K | 0.01% | 380 |
|
|
2020
Q3 | $231K | Buy |
11,748
+174
| +2% | +$3.42K | 0.02% | 366 |
|
|
2020
Q2 | $220K | Buy |
11,574
+610
| +6% | +$11.6K | 0.02% | 349 |
|
|
2020
Q1 | $155K | Buy |
10,964
+1,564
| +17% | +$22.1K | 0.01% | 339 |
|
|
2019
Q4 | $223K | Buy |
9,400
+401
| +4% | +$9.51K | 0.02% | 418 |
|
|
2019
Q3 | $217K | Sell |
8,999
-4,486
| -33% | -$108K | 0.02% | 381 |
|
|
2019
Q2 | $378K | Buy |
13,485
+1,259
| +10% | +$35.3K | 0.04% | 267 |
|
|
2019
Q1 | $351K | Buy |
12,226
+760
| +7% | +$21.8K | 0.04% | 252 |
|
|
2018
Q4 | $253K | Sell |
11,466
-34,039
| -75% | -$751K | 0.03% | 305 |
|
|
2018
Q3 | $1.24M | Buy |
45,505
+7,486
| +20% | +$203K | 0.11% | 143 |
|
|
2018
Q2 | $1.03M | Buy |
38,019
+5,614
| +17% | +$152K | 0.1% | 147 |
|
|
2018
Q1 | $806K | Buy |
32,405
+1,745
| +6% | +$43.4K | 0.08% | 159 |
|
|
2017
Q4 | $935K | Sell |
30,660
-26,973
| -47% | -$823K | 0.09% | 137 |
|
|
2017
Q3 | $1.73M | Buy |
+57,633
| New | +$1.73M | 0.2% | 97 |
|