Lavaca Capital’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
$2.97M Hold
47,300
1.11% 15
2025
Q1
$2.83M Hold
47,300
1.17% 14
2024
Q4
$2.56M Hold
47,300
1.01% 16
2024
Q3
$2.16M Hold
47,300
0.92% 17
2024
Q2
$2.01M Hold
47,300
1.03% 13
2024
Q1
$1.84M Hold
47,300
1.08% 12
2023
Q4
$1.65M Hold
47,300
0.93% 16
2023
Q3
$1.59M Hold
47,300
0.54% 32
2023
Q2
$1.54M Hold
47,300
0.45% 40
2023
Q1
$1.41M Hold
47,300
0.3% 47
2022
Q4
$1.56M Hold
47,300
0.49% 40
2022
Q3
$1.35M Buy
47,300
+28,500
+152% +$816K 0.49% 35
2022
Q2
$587K Buy
18,800
+6,000
+47% +$187K 0.09% 82
2022
Q1
$428K Buy
+12,800
New +$428K 0.05% 94
2019
Q2
Sell
-4,878
Closed -$140K 355
2019
Q1
$140K Hold
4,878
0.12% 87
2018
Q4
$108K Buy
+4,878
New +$108K 0.11% 85