Forte Capital’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
Q2 | $3.52M | Sell |
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|
2025
Q1 | $3.36M | Sell |
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|
2024
Q4 | $3.8M | Sell |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.72M | Sell |
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $2.65M | Buy |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.39M | Hold |
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|
2021
Q4 | $2.39M | Sell |
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|
2021
Q3 | $2.38M | Sell |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $503K | Buy |
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|
2015
Q3 | $700K | Buy |
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|
2015
Q2 | $802K | Buy |
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|
2015
Q1 | $674K | Buy |
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|
2014
Q4 | $402K | Buy |
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