Harbor Investment Advisory’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
Q3 | $114K | Sell |
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|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $108K | Hold |
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|
2024
Q4 | $97.5K | Sell |
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|
2024
Q3 | $83.8K | Sell |
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|
2024
Q2 | $78.1K | Sell |
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|
2024
Q1 | $75.9K | Buy |
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|
2023
Q4 | $64.6K | Sell |
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|
2023
Q3 | $63K | Sell |
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|
2023
Q2 | $68.1K | Buy |
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|
2023
Q1 | $56K | Hold |
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|
2022
Q4 | $61.7K | Buy |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $44K | Buy |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $127K | Buy |
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