Jacobsen Capital Management’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 | $373K | Buy |
5,940
+63
| +1% | +$3.96K | 0.14% | 62 |
|
|
2025
Q1 | $351K | Buy |
5,877
+16
| +0.3% | +$956 | 0.15% | 60 |
|
|
2024
Q4 | $317K | Sell |
5,861
-59
| -1% | -$3.19K | 0.14% | 63 |
|
|
2024
Q3 | $270K | Buy |
5,920
+15
| +0.3% | +$685 | 0.11% | 75 |
|
|
2024
Q2 | $251K | Buy |
5,905
+21
| +0.4% | +$892 | 0.11% | 75 |
|
|
2024
Q1 | $229K | Buy |
5,884
+6
| +0.1% | +$234 | 0.11% | 81 |
|
|
2023
Q4 | $205K | Buy |
+5,878
| New | +$205K | 0.1% | 82 |
|