Jackson Creek Investment Advisors’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 | $1.01M | Buy |
+16,105
| New | +$1.01M | 0.27% | 174 |
|
|
2023
Q2 | – | Sell |
-8,192
| Closed | -$245K | – | 370 |
|
|
2023
Q1 | $245K | Sell |
8,192
-32
| -0.4% | -$957 | 0.1% | 292 |
|
|
2022
Q4 | $271K | Buy |
+8,224
| New | +$271K | 0.12% | 277 |
|
|
2022
Q2 | – | Sell |
-20,715
| Closed | -$692K | – | 386 |
|
|
2022
Q1 | $692K | Sell |
20,715
-773
| -4% | -$25.8K | 0.25% | 200 |
|
|
2021
Q4 | $560K | Sell |
21,488
-133
| -0.6% | -$3.47K | 0.2% | 229 |
|
|
2021
Q3 | $561K | Sell |
21,621
-557
| -3% | -$14.5K | 0.21% | 221 |
|
|
2021
Q2 | $589K | Sell |
22,178
-7
| -0% | -$186 | 0.22% | 214 |
|
|
2021
Q1 | $526K | Buy |
22,185
+995
| +5% | +$23.6K | 0.18% | 236 |
|
|
2020
Q4 | $425K | Sell |
21,190
-60
| -0.3% | -$1.2K | 0.17% | 245 |
|
|
2020
Q3 | $418K | Buy |
+21,250
| New | +$418K | 0.19% | 244 |
|