MJP Associates’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 | $633K | Buy |
10,081
+271
| +3% | +$17K | 0.09% | 97 |
|
|
2025
Q1 | $586K | Buy |
9,810
+1,709
| +21% | +$102K | 0.11% | 90 |
|
|
2024
Q4 | $438K | Buy |
8,101
+564
| +7% | +$30.5K | 0.08% | 128 |
|
|
2024
Q3 | $344K | Sell |
7,537
-2,238
| -23% | -$102K | 0.07% | 151 |
|
|
2024
Q2 | $415K | Buy |
9,775
+2,085
| +27% | +$88.6K | 0.09% | 131 |
|
|
2024
Q1 | $300K | Buy |
+7,690
| New | +$300K | 0.07% | 170 |
|
|
2023
Q4 | – | Sell |
-7,274
| Closed | -$245K | – | 202 |
|
|
2023
Q3 | $245K | Sell |
7,274
-359
| -5% | -$12.1K | 0.07% | 130 |
|
|
2023
Q2 | $249K | Hold |
7,633
| – | – | 0.08% | 120 |
|
|
2023
Q1 | $228K | Buy |
7,633
+281
| +4% | +$8.39K | 0.07% | 117 |
|
|
2022
Q4 | $242K | Sell |
7,352
-2
| -0% | -$66 | 0.07% | 108 |
|
|
2022
Q3 | $211K | Sell |
7,354
-14
| -0.2% | -$402 | 0.06% | 118 |
|
|
2022
Q2 | $230K | Sell |
7,368
-227
| -3% | -$7.09K | 0.06% | 115 |
|
|
2022
Q1 | $254K | Buy |
7,595
+47
| +0.6% | +$1.57K | 0.06% | 126 |
|
|
2021
Q4 | $200K | Buy |
+7,548
| New | +$200K | 0.06% | 152 |
|