Morningstar Investment Management’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 | $2.63M | Sell |
41,896
-1,684
| -4% | -$106K | 0.23% | 30 |
|
|
2025
Q1 | $2.6M | Sell |
43,580
-20,060
| -32% | -$1.2M | 0.22% | 35 |
|
|
2024
Q4 | $3.44M | Sell |
63,640
-50,903
| -44% | -$2.75M | 0.27% | 33 |
|
|
2024
Q3 | $5.84M | Sell |
114,543
-9,478
| -8% | -$484K | 0.58% | 25 |
|
|
2024
Q2 | $5.27M | Sell |
124,021
-18,421
| -13% | -$783K | 0.55% | 27 |
|
|
2024
Q1 | $5.55M | Hold |
142,442
| – | – | 0.6% | 21 |
|
|
2023
Q4 | $4.96M | Sell |
142,442
-1,188
| -0.8% | -$41.4K | 0.57% | 24 |
|
|
2023
Q3 | $4.84M | Sell |
143,630
-538
| -0.4% | -$18.1K | 0.66% | 21 |
|
|
2023
Q2 | $4.7M | Sell |
144,168
-9,005
| -6% | -$294K | 0.62% | 26 |
|
|
2023
Q1 | $4.57M | Sell |
153,173
-40,329
| -21% | -$1.2M | 0.67% | 23 |
|
|
2022
Q4 | $6.37M | Sell |
193,502
-3,461
| -2% | -$114K | 1.08% | 22 |
|
|
2022
Q3 | $5.64M | Buy |
196,963
+18,536
| +10% | +$531K | 1.07% | 21 |
|
|
2022
Q2 | $5.57M | Sell |
178,427
-72,654
| -29% | -$2.27M | 1.06% | 21 |
|
|
2022
Q1 | $8.39M | Sell |
251,081
-37,660
| -13% | -$1.26M | 1.57% | 18 |
|
|
2021
Q4 | $7.52M | Sell |
288,741
-31,655
| -10% | -$824K | 1.14% | 28 |
|
|
2021
Q3 | $8.42M | Sell |
320,396
-7,928
| -2% | -$208K | 1.4% | 22 |
|
|
2021
Q2 | $8.72M | Buy |
+328,324
| New | +$8.72M | 0.98% | 29 |
|