Holt Capital Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Buy |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.47M | Hold |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $947K | Buy |
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|
2023
Q3 | $907K | Hold |
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|
2023
Q2 | $878K | Buy |
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|
2023
Q1 | $795K | Hold |
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|
2022
Q4 | $876K | Buy |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $883K | Hold |
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|
2021
Q4 | $688K | Hold |
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|
2021
Q3 | $686K | Hold |
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|
2021
Q2 | $702K | Hold |
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|
2021
Q1 | $626K | Hold |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $306K | Hold |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $477K | Sell |
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|
2019
Q2 | $558K | Sell |
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|
2019
Q1 | $580K | Hold |
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|
2018
Q4 | $445K | Buy |
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|
2018
Q3 | $438K | Hold |
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|
2018
Q2 | $437K | Buy |
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|
2018
Q1 | $286K | Buy |
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|
2017
Q4 | $329K | Sell |
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|
2017
Q3 | $343K | Hold |
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|
2017
Q2 | $346K | Sell |
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|
2017
Q1 | $352K | Sell |
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|
2016
Q4 | $454K | Buy |
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|
2016
Q3 | $366K | Sell |
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|
2016
Q2 | $278K | Sell |
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|
2016
Q1 | $250K | Buy |
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|
2015
Q4 | $331K | Sell |
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|
2015
Q3 | $540K | Hold |
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|
2015
Q2 | $842K | Hold |
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|
2015
Q1 | $742K | Hold |
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|
2014
Q4 | $659K | Sell |
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|
2014
Q3 | $825K | Buy |
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|
2014
Q2 | $854K | Buy |
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|
2014
Q1 | $529K | Buy |
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|
2013
Q4 | $445K | Buy |
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