Investors Asset Management of Georgia’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 | $533K | Sell |
8,492
-100
| -1% | -$6.28K | 0.25% | 92 |
|
|
2025
Q1 | $513K | Hold |
8,592
| – | – | 0.26% | 88 |
|
|
2024
Q4 | $465K | Sell |
8,592
-398
| -4% | -$21.5K | 0.23% | 93 |
|
|
2024
Q3 | $410K | Buy |
8,990
+12
| +0.1% | +$548 | 0.19% | 101 |
|
|
2024
Q2 | $382K | Buy |
8,978
+12
| +0.1% | +$510 | 0.19% | 107 |
|
|
2024
Q1 | $349K | Sell |
8,966
-86
| -1% | -$3.35K | 0.16% | 114 |
|
|
2023
Q4 | $315K | Buy |
9,052
+12
| +0.1% | +$418 | 0.16% | 113 |
|
|
2023
Q3 | $298K | Buy |
9,040
+12
| +0.1% | +$395 | 0.16% | 121 |
|
|
2023
Q2 | $295K | Buy |
9,028
+12
| +0.1% | +$392 | 0.15% | 126 |
|
|
2023
Q1 | $269K | Sell |
9,016
-36
| -0.4% | -$1.08K | 0.14% | 135 |
|
|
2022
Q4 | $298K | Buy |
9,052
+11
| +0.1% | +$362 | 0.16% | 134 |
|
|
2022
Q3 | $259K | Sell |
9,041
-88
| -1% | -$2.52K | 0.13% | 141 |
|
|
2022
Q2 | $285K | Sell |
9,129
-88
| -1% | -$2.75K | 0.15% | 127 |
|
|
2022
Q1 | $308K | Buy |
9,217
+10
| +0.1% | +$334 | 0.16% | 135 |
|
|
2021
Q4 | $240K | Buy |
9,207
+713
| +8% | +$18.6K | 0.11% | 153 |
|
|
2021
Q3 | $220K | Buy |
8,494
+213
| +3% | +$5.52K | 0.11% | 153 |
|
|
2021
Q2 | $220K | Buy |
+8,281
| New | +$220K | 0.12% | 151 |
|
|
2015
Q3 | – | Sell |
-4,056
| Closed | -$233K | – | 139 |
|
|
2015
Q2 | $233K | Sell |
4,056
-600
| -13% | -$34.5K | 0.2% | 110 |
|
|
2015
Q1 | $236K | Hold |
4,656
| – | – | 0.19% | 115 |
|
|
2014
Q4 | $209K | Buy |
+4,656
| New | +$209K | 0.18% | 122 |
|