Harvest Fund Management’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
$3.03M Buy
51,549
+12,206
+31% +$717K 0.14% 113
2025
Q1
$2.26M Buy
39,343
+23,201
+144% +$1.33M 0.11% 131
2024
Q4
$874K Buy
16,142
+9,744
+152% +$528K 0.04% 240
2024
Q3
$292K Buy
6,398
+258
+4% +$11.8K 0.02% 300
2024
Q2
$261K Buy
+6,140
New +$261K 0.02% 309