Mitchell McLeod Pugh & Williams’s Williams Companies WMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
11,536
+62
+0.5% +$3.89K 0.14% 145
2025
Q1
$686K Buy
11,474
+66
+0.6% +$3.94K 0.14% 146
2024
Q4
$617K Sell
11,408
-146
-1% -$7.9K 0.13% 149
2024
Q3
$527K Hold
11,554
0.11% 168
2024
Q2
$491K Sell
11,554
-445
-4% -$18.9K 0.11% 161
2024
Q1
$468K Buy
11,999
+445
+4% +$17.3K 0.11% 168
2023
Q4
$402K Hold
11,554
0.11% 172
2023
Q3
$389K Buy
+11,554
New +$389K 0.11% 170