Hazlett, Burt & Watson’s Williams Companies WMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $387K | Hold |
6,160
| – | – | 0.16% | 131 |
|
2025
Q1 | $368K | Hold |
6,160
| – | – | 0.17% | 127 |
|
2024
Q4 | $334K | Hold |
6,160
| – | – | 0.15% | 139 |
|
2024
Q3 | $282K | Hold |
6,160
| – | – | 0.13% | 163 |
|
2024
Q2 | $263K | Hold |
6,160
| – | – | 0.14% | 152 |
|
2024
Q1 | $239K | Buy |
6,160
+565
| +10% | +$21.9K | 0.14% | 150 |
|
2023
Q4 | $194K | Hold |
5,595
| – | – | 0.13% | 158 |
|
2023
Q3 | $189K | Sell |
5,595
-342
| -6% | -$11.6K | 0.14% | 147 |
|
2023
Q2 | $195K | Hold |
5,937
| – | – | 0.15% | 141 |
|
2023
Q1 | $176K | Buy |
5,937
+640
| +12% | +$19K | 0.14% | 133 |
|
2022
Q4 | $174K | Buy |
5,297
+150
| +3% | +$4.93K | 0.15% | 138 |
|
2022
Q3 | $149K | Hold |
5,147
| – | – | 0.14% | 139 |
|
2022
Q2 | $160K | Buy |
5,147
+5
| +0.1% | +$155 | 0.15% | 145 |
|
2022
Q1 | $172K | Buy |
+5,142
| New | +$172K | 0.14% | 155 |
|