Miller Equity 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
Q1 | $218K | Sell |
3,640
-44,400
| -92% | -$2.65M | 15.04% | 4 |
|
|
2024
Q4 | $2.6M | Sell |
48,040
-930
| -2% | -$50.3K | 0.99% | 25 |
|
|
2024
Q3 | $2.24M | Hold |
48,970
| – | – | 0.87% | 31 |
|
|
2024
Q2 | $2.08M | Hold |
48,970
| – | – | 0.87% | 30 |
|
|
2024
Q1 | $1.91M | Hold |
48,970
| – | – | 0.79% | 31 |
|
|
2023
Q4 | $1.71M | Sell |
48,970
-374
| -0.8% | -$13K | 0.77% | 31 |
|
|
2023
Q3 | $1.66M | Buy |
49,344
+4,844
| +11% | +$163K | 0.86% | 30 |
|
|
2023
Q2 | $1.45M | Hold |
44,500
| – | – | 0.74% | 33 |
|
|
2023
Q1 | $1.33M | Hold |
44,500
| – | – | 0.74% | 34 |
|
|
2022
Q4 | $1.46M | Buy |
44,500
+1,400
| +3% | +$46.1K | 0.95% | 31 |
|
|
2022
Q3 | $1.23M | Buy |
43,100
+3,000
| +7% | +$85.9K | 0.91% | 35 |
|
|
2022
Q2 | $1.25M | Buy |
40,100
+23,000
| +135% | +$718K | 1.07% | 35 |
|
|
2022
Q1 | $571K | Buy |
+17,100
| New | +$571K | 0.48% | 41 |
|