Fisher Asset 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 | $320K | Sell |
5,092
-2,428
| -32% | -$153K | ﹤0.01% | 870 |
|
|
2025
Q1 | $449K | Buy |
7,520
+2,989
| +66% | +$179K | ﹤0.01% | 809 |
|
|
2024
Q4 | $245K | Hold |
4,531
| – | – | ﹤0.01% | 909 |
|
|
2024
Q3 | $207K | Sell |
4,531
-1,271
| -22% | -$58K | ﹤0.01% | 897 |
|
|
2024
Q2 | $247K | Buy |
+5,802
| New | +$247K | ﹤0.01% | 914 |
|
|
2024
Q1 | – | Sell |
-9,238
| Closed | -$322K | – | 1056 |
|
|
2023
Q4 | $322K | Buy |
+9,238
| New | +$322K | ﹤0.01% | 853 |
|
|
2015
Q3 | – | Sell |
-4,035
| Closed | -$232K | – | 693 |
|
|
2015
Q2 | $232K | Sell |
4,035
-108
| -3% | -$6.21K | ﹤0.01% | 536 |
|
|
2015
Q1 | $210K | Sell |
4,143
-4,838
| -54% | -$245K | ﹤0.01% | 529 |
|
|
2014
Q4 | $404K | Buy |
8,981
+4,774
| +113% | +$215K | ﹤0.01% | 475 |
|
|
2014
Q3 | $233K | Buy |
4,207
+666
| +19% | +$36.9K | ﹤0.01% | 498 |
|
|
2014
Q2 | $206K | Buy |
+3,541
| New | +$206K | ﹤0.01% | 519 |
|