Mather Group’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 | $651K | Buy |
10,358
+138
| +1% | +$8.67K | 0.01% | 337 |
|
|
2025
Q1 | $611K | Buy |
10,220
+600
| +6% | +$35.9K | 0.01% | 338 |
|
|
2024
Q4 | $521K | Buy |
9,620
+280
| +3% | +$15.2K | 0.01% | 359 |
|
|
2024
Q3 | $426K | Sell |
9,340
-2,886
| -24% | -$132K | 0.01% | 400 |
|
|
2024
Q2 | $476K | Sell |
12,226
-326
| -3% | -$12.7K | 0.01% | 424 |
|
|
2024
Q1 | $437K | Sell |
12,552
-634
| -5% | -$22.1K | 0.01% | 366 |
|
|
2023
Q4 | $459K | Buy |
13,186
+580
| +5% | +$20.2K | 0.01% | 370 |
|
|
2023
Q3 | $425K | Sell |
12,606
-460
| -4% | -$15.5K | 0.01% | 360 |
|
|
2023
Q2 | $426K | Buy |
13,066
+5,920
| +83% | +$193K | 0.01% | 379 |
|
|
2023
Q1 | $213K | Sell |
7,146
-15,978
| -69% | -$477K | ﹤0.01% | 479 |
|
|
2022
Q4 | $761K | Buy |
+23,124
| New | +$761K | 0.01% | 251 |
|