Great Lakes Retirement’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 | $9.25M | Buy |
147,221
+1,114
| +0.8% | +$70K | 1.1% | 25 |
|
|
2025
Q1 | $8.73M | Sell |
146,107
-81,826
| -36% | -$4.89M | 1.14% | 27 |
|
|
2024
Q4 | $12.3M | Sell |
227,933
-6,549
| -3% | -$354K | 1.59% | 15 |
|
|
2024
Q3 | $10.7M | Buy |
234,482
+12,650
| +6% | +$577K | 1.37% | 19 |
|
|
2024
Q2 | $9.43M | Buy |
221,832
+13,202
| +6% | +$561K | 1.29% | 21 |
|
|
2024
Q1 | $8.13M | Buy |
208,630
+9,748
| +5% | +$380K | 1.2% | 22 |
|
|
2023
Q4 | $6.93M | Buy |
198,882
+13,431
| +7% | +$468K | 1.14% | 25 |
|
|
2023
Q3 | $6.25M | Buy |
185,451
+7,618
| +4% | +$257K | 1.13% | 22 |
|
|
2023
Q2 | $5.8M | Buy |
177,833
+7,902
| +5% | +$258K | 1.03% | 22 |
|
|
2023
Q1 | $5.07M | Buy |
169,931
+5,769
| +4% | +$172K | 0.96% | 21 |
|
|
2022
Q4 | $5.4M | Buy |
+164,162
| New | +$5.4M | 1.38% | 22 |
|