Ironwood Investment Counsel’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 | $649K | Buy |
+10,325
| New | +$649K | 0.1% | 145 |
|
2015
Q3 | – | Sell |
-4,000
| Closed | -$230K | – | 135 |
|
2015
Q2 | $230K | Hold |
4,000
| – | – | 0.12% | 134 |
|
2015
Q1 | $202K | Buy |
+4,000
| New | +$202K | 0.1% | 135 |
|
2014
Q4 | – | Sell |
-4,000
| Closed | -$221K | – | 146 |
|
2014
Q3 | $221K | Sell |
4,000
-100
| -2% | -$5.53K | 0.12% | 128 |
|
2014
Q2 | $239K | Buy |
+4,100
| New | +$239K | 0.12% | 126 |
|