FIM
FWL Investment Management’s Williams Companies WMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.2M | Sell |
163,044
-3,374
| -2% | -$212K | 3.13% | 13 |
|
2025
Q1 | $9.95M | Buy |
166,418
+19,213
| +13% | +$1.15M | 3.69% | 10 |
|
2024
Q4 | $7.97M | Buy |
147,205
+2,326
| +2% | +$126K | 2.9% | 13 |
|
2024
Q3 | $6.61M | Buy |
144,879
+4,457
| +3% | +$203K | 2.53% | 17 |
|
2024
Q2 | $5.97M | Buy |
140,422
+60,464
| +76% | +$2.57M | 3.01% | 18 |
|
2024
Q1 | $3.12M | Buy |
79,958
+4,269
| +6% | +$166K | 1.72% | 23 |
|
2023
Q4 | $2.64M | Buy |
75,689
+4,604
| +6% | +$160K | 1.54% | 25 |
|
2023
Q3 | $2.39M | Buy |
71,085
+6,235
| +10% | +$210K | 1.61% | 23 |
|
2023
Q2 | $2.12M | Buy |
64,850
+10,475
| +19% | +$342K | 1.44% | 25 |
|
2023
Q1 | $1.62M | Sell |
54,375
-1,184
| -2% | -$35.4K | 1.2% | 24 |
|
2022
Q4 | $1.83M | Buy |
55,559
+4,122
| +8% | +$136K | 1.39% | 20 |
|
2022
Q3 | $1.47M | Buy |
51,437
+6,601
| +15% | +$189K | 1.3% | 20 |
|
2022
Q2 | $1.4M | Buy |
44,836
+656
| +1% | +$20.5K | 1.02% | 28 |
|
2022
Q1 | $1.48M | Buy |
44,180
+2,456
| +6% | +$82.1K | 0.91% | 29 |
|
2021
Q4 | $1.09M | Buy |
41,724
+12,295
| +42% | +$320K | 0.66% | 30 |
|
2021
Q3 | $763K | Buy |
+29,429
| New | +$763K | 0.48% | 33 |
|