MSA
Marino Stram & Associates’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
23,186
+1,759
| +8% | +$110K | 0.29% | 56 |
|
|
2025
Q1 | $1.28M | Buy |
21,427
+294
| +1% | +$17.6K | 0.28% | 54 |
|
|
2024
Q4 | $1.14M | Sell |
21,133
-38
| -0.2% | -$2.06K | 0.25% | 64 |
|
|
2024
Q3 | $966K | Buy |
21,171
+48
| +0.2% | +$2.19K | 0.22% | 80 |
|
|
2024
Q2 | $898K | Buy |
21,123
+148
| +0.7% | +$6.29K | 0.22% | 78 |
|
|
2024
Q1 | $817K | Buy |
20,975
+12,844
| +158% | +$501K | 0.19% | 84 |
|
|
2023
Q4 | $283K | Buy |
+8,131
| New | +$283K | 0.07% | 136 |
|
|
2021
Q3 | – | Sell |
-27,194
| Closed | -$722K | – | 289 |
|
|
2021
Q2 | $722K | Buy |
+27,194
| New | +$722K | 0.19% | 98 |
|
|
2019
Q2 | – | Sell |
-175
| Closed | -$5K | – | 574 |
|
|
2019
Q1 | $5K | Buy |
175
+61
| +54% | +$1.74K | ﹤0.01% | 389 |
|
|
2018
Q4 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 444 |
|