Harvest Investment Advisors’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 | $2.3M | Sell |
36,620
-540
| -1% | -$33.9K | 1.48% | 11 |
|
|
2025
Q1 | $2.22M | Sell |
37,160
-236
| -0.6% | -$14.1K | 1.6% | 13 |
|
|
2024
Q4 | $2.02M | Sell |
37,396
-905
| -2% | -$49K | 1.4% | 15 |
|
|
2024
Q3 | $1.75M | Buy |
38,301
+115
| +0.3% | +$5.25K | 1.19% | 27 |
|
|
2024
Q2 | $1.62M | Buy |
38,186
+167
| +0.4% | +$7.1K | 1.2% | 23 |
|
|
2024
Q1 | $1.48M | Buy |
38,019
+230
| +0.6% | +$8.96K | 1.11% | 37 |
|
|
2023
Q4 | $1.32M | Sell |
37,789
-107
| -0.3% | -$3.73K | 1.06% | 39 |
|
|
2023
Q3 | $1.28M | Sell |
37,896
-393
| -1% | -$13.2K | 1.14% | 33 |
|
|
2023
Q2 | $1.25M | Buy |
38,289
+165
| +0.4% | +$5.38K | 1.07% | 42 |
|
|
2023
Q1 | $1.14M | Buy |
38,124
+495
| +1% | +$14.8K | 1.01% | 47 |
|
|
2022
Q4 | $1.24M | Buy |
+37,629
| New | +$1.24M | 1.16% | 39 |
|