Forum Financial 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 | $1.4M | Sell |
22,350
-2,872
| -11% | -$180K | 0.02% | 164 |
|
|
2025
Q1 | $1.51M | Sell |
25,222
-882
| -3% | -$52.7K | 0.02% | 154 |
|
|
2024
Q4 | $1.41M | Buy |
26,104
+621
| +2% | +$33.6K | 0.02% | 161 |
|
|
2024
Q3 | $1.16M | Buy |
25,483
+12
| +0% | +$548 | 0.02% | 167 |
|
|
2024
Q2 | $1.08M | Sell |
25,471
-554
| -2% | -$23.5K | 0.02% | 163 |
|
|
2024
Q1 | $1.01M | Buy |
26,025
+11
| +0% | +$429 | 0.02% | 190 |
|
|
2023
Q4 | $906K | Sell |
26,014
-1,250
| -5% | -$43.5K | 0.02% | 177 |
|
|
2023
Q3 | $919K | Buy |
27,264
+4
| +0% | +$135 | 0.02% | 171 |
|
|
2023
Q2 | $889K | Buy |
27,260
+105
| +0.4% | +$3.43K | 0.02% | 173 |
|
|
2023
Q1 | $811K | Buy |
27,155
+301
| +1% | +$8.99K | 0.02% | 168 |
|
|
2022
Q4 | $883K | Sell |
26,854
-306
| -1% | -$10.1K | 0.03% | 151 |
|
|
2022
Q3 | $778K | Sell |
27,160
-684
| -2% | -$19.6K | 0.04% | 141 |
|
|
2022
Q2 | $869K | Buy |
27,844
+1,001
| +4% | +$31.2K | 0.04% | 137 |
|
|
2022
Q1 | $896K | Sell |
26,843
-1
| -0% | -$33 | 0.04% | 142 |
|
|
2021
Q4 | $699K | Buy |
+26,844
| New | +$699K | 0.04% | 175 |
|