Morningstar Investment Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$31.7M Sell
2024
Q2
$31.2M Sell
2024
Q1
$28.7M Sell
2023
Q4
$55.2M Buy
2023
Q3
$1.39M Sell
2023
Q2
$30.1M Sell
2023
Q1
$27.5M Buy
2022
Q4
$29.6M Buy
2022
Q3
$29.1M Buy
2022
Q2
$26.9M Buy
2022
Q1
$26.2M Buy
2021
Q4
$19.9M Sell
2021
Q3
$20.2M Sell
2021
Q2
$20.2M Sell
2021
Q1
$18.4M Buy
2020
Q4
$15.5M Sell
2020
Q3
$16.5M Buy
2015
Q3
Sell
2015
Q2
$3M Sell
2015
Q1
$2.73M Sell
2014
Q4
$2.5M Buy