Kovitz Investment Group Partners’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 | $23.3M | Buy |
370,221
+24,673
| +7% | +$1.55M | 0.1% | 178 |
|
|
2025
Q1 | $20.7M | Sell |
345,548
-18,110
| -5% | -$1.08M | 0.1% | 165 |
|
|
2024
Q4 | $19.7M | Sell |
363,658
-1,496
| -0.4% | -$81K | 0.1% | 174 |
|
|
2024
Q3 | $15.7M | Buy |
365,154
+102,282
| +39% | +$4.4M | 0.11% | 164 |
|
|
2024
Q2 | $11.2M | Sell |
262,872
-151
| -0.1% | -$6.42K | 0.1% | 163 |
|
|
2024
Q1 | $10.2M | Buy |
263,023
+190,150
| +261% | +$7.41M | 0.13% | 111 |
|
|
2023
Q4 | $2.54M | Sell |
72,873
-1,000
| -1% | -$34.8K | 0.04% | 218 |
|
|
2023
Q3 | $2.49M | Sell |
73,873
-3,000
| -4% | -$101K | 0.04% | 215 |
|
|
2023
Q2 | $2.51M | Buy |
+76,873
| New | +$2.51M | 0.04% | 226 |
|
|
2021
Q3 | – | Sell |
-26,500
| Closed | -$704K | – | 433 |
|
|
2021
Q2 | $704K | Buy |
+26,500
| New | +$704K | 0.01% | 332 |
|