Formidable Asset 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
2024 Q4	–	Sell	-8,293	Closed	-$379K	–	397
2024 Q3	$379K	Sell	8,293 -8,724	-51%	-$383K	0.06%	258
2024 Q2	$723K	Sell	17,017 -2,021	-11%	-$81.1K	0.12%	167
2024 Q1	$742K	Buy	19,038 +1,845	+11%	+$65.6K	0.12%	175
2023 Q4	$599K	Sell	17,193 -4,674	-21%	-$164K	0.12%	156
2023 Q3	$737K	Sell	21,867 -4,613	-17%	-$157K	0.16%	125
2023 Q2	$864K	Buy	26,480 +2,731	+11%	+$82K	0.19%	97
2023 Q1	$709K	Buy	23,749 +2,271	+11%	+$70.2K	0.15%	132
2022 Q4	$707K	Buy	21,478 +1,010	+5%	+$32.9K	0.16%	122
2022 Q3	$598K	Buy	20,468 +491	+2%	+$16K	0.14%	131
2022 Q2	$626K	Buy	19,977 +5,013	+34%	+$173K	0.14%	133
2022 Q1	$500K	Sell	14,964 -5,204	-26%	-$159K	0.1%	184
2021 Q4	$527K	Sell	20,168 -14,998	-43%	-$414K	0.1%	182
2021 Q3	$912K	Buy	35,166 +1,529	+5%	+$38.5K	0.17%	110
2021 Q2	$834K	Buy	+33,637	New	+$861K	0.18%	108
2016 Q1	–	Sell	-7,079	Closed	-$162K	–	545
2015 Q4	$162K	Sell	7,079 -15	-0.2%	-$524	0.11%	148
2015 Q3	$261K	Buy	7,094 +921	+15%	+$45.9K	0.17%	121
2015 Q2	$354K	Buy	6,173 +200	+3%	+$10.3K	0.23%	98
2015 Q1	$299K	Buy	5,973 +5,881	+6,392%	+$273K	0.2%	104
2014 Q4	$4K	Hold	92	–	–	﹤0.01%	420
2014 Q3	$5K	Buy	+92	New	+$5.29K	﹤0.01%	402