Harbour Investments’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 | $359K | Buy |
5,711
+667
| +13% | +$41.9K | 0.01% | 907 |
|
|
2025
Q1 | $301K | Buy |
5,044
+2,382
| +89% | +$142K | 0.01% | 925 |
|
|
2024
Q4 | $144K | Buy |
2,662
+23
| +0.9% | +$1.25K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $120K | Buy |
2,639
+116
| +5% | +$5.3K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $107K | Sell |
2,523
-128
| -5% | -$5.44K | ﹤0.01% | 1207 |
|
|
2024
Q1 | $103K | Buy |
2,651
+63
| +2% | +$2.46K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $90.1K | Buy |
2,588
+172
| +7% | +$5.99K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $81.4K | Buy |
2,416
+236
| +11% | +$7.95K | ﹤0.01% | 1126 |
|
|
2023
Q2 | $71.1K | Sell |
2,180
-136
| -6% | -$4.44K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $69.2K | Sell |
2,316
-5,917
| -72% | -$177K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $271K | Buy |
8,233
+1,766
| +27% | +$58.1K | 0.02% | 632 |
|
|
2022
Q3 | $202K | Hold |
6,467
| – | – | 0.01% | 685 |
|
|
2022
Q2 | $202K | Buy |
+6,467
| New | +$202K | 0.01% | 685 |
|
|
2021
Q4 | $113K | Sell |
4,323
-5,356
| -55% | -$140K | 0.01% | 928 |
|
|
2021
Q3 | $251K | Buy |
9,679
+2,799
| +41% | +$72.6K | 0.01% | 919 |
|
|
2021
Q2 | $183K | Buy |
6,880
+58
| +0.9% | +$1.54K | 0.01% | 1093 |
|
|
2021
Q1 | $162K | Buy |
+6,822
| New | +$162K | 0.01% | 1070 |
|