Evergreen 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 | $1.49M | Buy |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $849K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | $155K | Buy |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $806K | Buy |
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|
2017
Q4 | $935K | Sell |
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|
2017
Q3 | $1.73M | Buy |
|