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 |
|