Hartford Financial Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.28M | Sell |
31,374
-2,313
| -7% | -$160K | 0.58% | 49 |
|
|
2025
Q4 | $2.02M | Sell |
33,687
-328
| -1% | -$19.8K | 0.53% | 49 |
|
|
2025
Q3 | $2.15M | Sell |
34,015
-1,653
| -5% | -$97K | 0.57% | 50 |
|
|
2025
Q2 | $2.24M | Sell |
35,668
-1,537
| -4% | -$90.7K | 0.61% | 48 |
|
|
2025
Q1 | $2.22M | Sell |
37,205
-904
| -2% | -$51.7K | 0.46% | 67 |
|
|
2024
Q4 | $2.06M | Sell |
38,109
-4,259
| -10% | -$230K | 0.42% | 72 |
|
|
2024
Q3 | $1.93M | Sell |
42,368
-8,296
| -16% | -$365K | 0.4% | 78 |
|
|
2024
Q2 | $2.15M | Sell |
50,664
-1,545
| -3% | -$62K | 0.46% | 67 |
|
|
2024
Q1 | $2.03M | Buy |
52,209
+189
| +0.4% | +$6.71K | 0.43% | 69 |
|
|
2023
Q4 | $1.81M | Sell |
52,020
-79
| -0.2% | -$2.77K | 0.41% | 77 |
|
|
2023
Q3 | $1.76M | Buy |
52,099
+102
| +0.2% | +$3.48K | 0.45% | 74 |
|
|
2023
Q2 | $1.7M | Buy |
51,997
+2,216
| +4% | +$66.5K | 0.42% | 78 |
|
|
2023
Q1 | $1.49M | Sell |
49,781
-150
| -0.3% | -$4.63K | 0.38% | 85 |
|
|
2022
Q4 | $1.64M | Buy |
49,931
+422
| +0.9% | +$13.7K | 0.43% | 80 |
|
|
2022
Q3 | $1.42M | Buy |
49,509
+4,542
| +10% | +$148K | 0.42% | 81 |
|
|
2022
Q2 | $1.4M | Sell |
44,967
-3,307
| -7% | -$114K | 0.39% | 87 |
|
|
2022
Q1 | $1.61M | Sell |
48,274
-398
| -0.8% | -$12.2K | 0.39% | 89 |
|
|
2021
Q4 | $1.27M | Buy |
48,672
+409
| +0.8% | +$11.3K | 0.29% | 102 |
|
|
2021
Q3 | $1.25M | Sell |
48,263
-416
| -0.9% | -$10.5K | 0.32% | 99 |
|
|
2021
Q2 | $1.29M | Sell |
48,679
-1,468
| -3% | -$37.6K | 0.32% | 98 |
|
|
2021
Q1 | $1.19M | Buy |
50,147
+214
| +0.4% | +$4.86K | 0.29% | 99 |
|
|
2020
Q4 | $1M | Sell |
49,933
-719
| -1% | -$14.6K | 0.27% | 100 |
|
|
2020
Q3 | $995K | Buy |
50,652
+2,843
| +6% | +$57.9K | 0.3% | 98 |
|
|
2020
Q2 | $909K | Buy |
47,809
+5,411
| +13% | +$101K | 0.29% | 99 |
|
|
2020
Q1 | $600K | Buy |
42,398
+1,929
| +5% | +$37.4K | 0.24% | 104 |
|
|
2019
Q4 | $960K | Sell |
40,469
-1,407
| -3% | -$32.2K | 0.3% | 99 |
|
|
2019
Q3 | $1.01M | Buy |
41,876
+1,984
| +5% | +$50K | 0.34% | 92 |
|
|
2019
Q2 | $1.12M | Sell |
39,892
-739
| -2% | -$20.5K | 0.37% | 87 |
|
|
2019
Q1 | $1.17M | Buy |
40,631
+5,046
| +14% | +$135K | 0.4% | 86 |
|
|
2018
Q4 | $785K | Buy |
35,585
+8,841
| +33% | +$221K | 0.3% | 96 |
|
|
2018
Q3 | $727K | Buy |
26,744
+474
| +2% | +$13.8K | 0.25% | 98 |
|
|
2018
Q2 | $712K | Buy |
26,270
+365
| +1% | +$9.63K | 0.25% | 98 |
|
|
2018
Q1 | $643K | Buy |
25,905
+1,742
| +7% | +$51.4K | 0.33% | 73 |
|
|
2017
Q4 | $736K | Buy |
24,163
+3,351
| +16% | +$97.5K | 0.36% | 73 |
|
|
2017
Q3 | $624K | Buy |
20,812
+7,586
| +57% | +$231K | 0.32% | 80 |
|
|
2017
Q2 | $400K | Buy |
13,226
+4,411
| +50% | +$131K | 0.18% | 98 |
|
|
2017
Q1 | $260K | Buy |
8,815
+7,260
| +467% | +$210K | 0.16% | 103 |
|
|
2016
Q4 | $48K | Buy |
1,555
+452
| +41% | +$13.6K | 0.03% | 158 |
|
|
2016
Q3 | $33K | Buy |
+1,103
| New | +$29.3K | 0.02% | 179 |
|
|
2015
Q4 | – | Sell |
-4,350
| Closed | -$160K | – | 285 |
|
|
2015
Q3 | $160K | Sell |
4,350
-1,200
| -22% | -$59.8K | 0.11% | 111 |
|
|
2015
Q2 | $318K | Buy |
+5,550
| New | +$286K | 0.19% | 95 |
|
|
2015
Q1 | – | Sell |
-1,400
| Closed | -$62K | – | 222 |
|
|
2014
Q4 | $62K | Hold |
1,400
| – | – | 0.04% | 141 |
|
|
2014
Q3 | $77K | Hold |
1,400
| – | – | 0.05% | 146 |
|
|
2014
Q2 | $81K | Sell |
1,400
-2,000
| -59% | -$92.7K | 0.05% | 141 |
|
|
2014
Q1 | $137K | Hold |
3,400
| – | – | 0.09% | 115 |
|
|
2013
Q4 | $131K | Buy |
3,400
+300
| +10% | +$10.8K | 0.09% | 120 |
|
|
2013
Q3 | $112K | Hold |
3,100
| – | – | 0.08% | 128 |
|
|
2013
Q2 | $101K | Buy |
+3,100
| New | +$112K | 0.07% | 133 |
|
Other funds holding WMB
VCM
VPM
