Kovitz Investment Group Partners’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
Q3 | $28.5M | Buy |
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|
2025
Q2 | $23.3M | Buy |
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|
2025
Q1 | $20.7M | Sell |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $2.54M | Sell |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $2.51M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $704K | Buy |
|