Jacobi Capital Management’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 | $417K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $129K | Buy |
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|
2021
Q2 | $116K | Buy |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $69K | Buy |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $78K | Buy |
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|
2019
Q3 | $78K | Buy |
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|
2019
Q2 | $74K | Buy |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $18K | Sell |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $27K | Hold |
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $24K | Buy |
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|
2016
Q4 | $23K | Sell |
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|
2016
Q3 | $28K | Hold |
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|
2016
Q2 | $19K | Buy |
|