Mill Creek Capital Advisors’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
$368K Sell
5,854
-45
-0.8% -$2.83K 0.01% 191
2025
Q1
$353K Sell
5,899
-1,105
-16% -$66K 0.01% 190
2024
Q4
$379K Buy
7,004
+1,007
+17% +$54.5K 0.01% 190
2024
Q3
$274K Sell
5,997
-345
-5% -$15.7K 0.01% 213
2024
Q2
$270K Buy
6,342
+402
+7% +$17.1K 0.01% 222
2024
Q1
$231K Sell
5,940
-68
-1% -$2.65K 0.01% 218
2023
Q4
$209K Sell
6,008
-321
-5% -$11.2K 0.01% 226
2023
Q3
$213K Sell
6,329
-444
-7% -$15K 0.01% 208
2023
Q2
$221K Buy
+6,773
New +$221K 0.01% 221
2023
Q1
Sell
-6,684
Closed -$220K 258
2022
Q4
$220K Buy
+6,684
New +$220K 0.01% 206