Harbor Investment Advisory’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 | $128K | Buy |
2,045
+243
| +13% | +$15.3K | 0.01% | 445 |
|
|
2025
Q1 | $108K | Hold |
1,802
| – | – | 0.01% | 459 |
|
|
2024
Q4 | $97.5K | Sell |
1,802
-33
| -2% | -$1.79K | 0.01% | 460 |
|
|
2024
Q3 | $83.8K | Sell |
1,835
-2
| -0.1% | -$91 | 0.01% | 495 |
|
|
2024
Q2 | $78.1K | Sell |
1,837
-110
| -6% | -$4.68K | 0.01% | 493 |
|
|
2024
Q1 | $75.9K | Buy |
1,947
+92
| +5% | +$3.59K | 0.01% | 499 |
|
|
2023
Q4 | $64.6K | Sell |
1,855
-14
| -0.7% | -$488 | 0.01% | 514 |
|
|
2023
Q3 | $63K | Sell |
1,869
-217
| -10% | -$7.31K | 0.01% | 501 |
|
|
2023
Q2 | $68.1K | Buy |
2,086
+210
| +11% | +$6.85K | 0.01% | 612 |
|
|
2023
Q1 | $56K | Hold |
1,876
| – | – | 0.01% | 676 |
|
|
2022
Q4 | $61.7K | Buy |
1,876
+77
| +4% | +$2.53K | 0.01% | 637 |
|
|
2022
Q3 | $52K | Hold |
1,799
| – | – | 0.01% | 686 |
|
|
2022
Q2 | $56K | Buy |
1,799
+27
| +2% | +$840 | 0.01% | 680 |
|
|
2022
Q1 | $59K | Sell |
1,772
-7
| -0.4% | -$233 | 0.01% | 700 |
|
|
2021
Q4 | $46K | Sell |
1,779
-500
| -22% | -$12.9K | 0.01% | 763 |
|
|
2021
Q3 | $59K | Hold |
2,279
| – | – | 0.01% | 692 |
|
|
2021
Q2 | $61K | Buy |
2,279
+500
| +28% | +$13.4K | 0.01% | 655 |
|
|
2021
Q1 | $42K | Sell |
1,779
-14
| -0.8% | -$331 | 0.01% | 718 |
|
|
2020
Q4 | $36K | Sell |
1,793
-453
| -20% | -$9.1K | 0.01% | 711 |
|
|
2020
Q3 | $44K | Buy |
2,246
+336
| +18% | +$6.58K | 0.01% | 528 |
|
|
2020
Q2 | $36K | Sell |
1,910
-563
| -23% | -$10.6K | 0.01% | 501 |
|
|
2020
Q1 | $35K | Sell |
2,473
-2,889
| -54% | -$40.9K | 0.01% | 464 |
|
|
2019
Q4 | $127K | Buy |
+5,362
| New | +$127K | 0.03% | 301 |
|