Kayne Anderson Rudnick Investment 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 | $271K | Buy |
4,312
+4,126
| +2,218% | +$259K | ﹤0.01% | 480 |
|
2025
Q1 | $11.1K | Hold |
186
| – | – | ﹤0.01% | 681 |
|
2024
Q4 | $10.1K | Hold |
186
| – | – | ﹤0.01% | 688 |
|
2024
Q3 | $8.5K | Sell |
186
-11
| -6% | -$503 | ﹤0.01% | 689 |
|
2024
Q2 | $8.38K | Buy |
197
+11
| +6% | +$468 | ﹤0.01% | 647 |
|
2024
Q1 | $7.26K | Hold |
186
| – | – | ﹤0.01% | 652 |
|
2023
Q4 | $6.49K | Buy |
186
+163
| +709% | +$5.69K | ﹤0.01% | 641 |
|
2023
Q3 | $775 | Hold |
23
| – | – | ﹤0.01% | 761 |
|
2023
Q2 | $750 | Buy |
+23
| New | +$750 | ﹤0.01% | 772 |
|
2020
Q3 | – | Sell |
-22
| Closed | – | – | 585 |
|
2020
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 640 |
|
2020
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 680 |
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 639 |
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 551 |
|
2019
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 538 |
|