Horan Securities’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
Q2 | $413K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q2 | $148K | Buy |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Buy |
|