Moseley 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 | $517K | Hold |
8,225
| – | – | 0.18% | 91 |
|
|
2025
Q1 | $492K | Hold |
8,225
| – | – | 0.19% | 91 |
|
|
2024
Q4 | $445K | Hold |
8,225
| – | – | 0.17% | 99 |
|
|
2024
Q3 | $375K | Hold |
8,225
| – | – | 0.15% | 105 |
|
|
2024
Q2 | $350K | Hold |
8,225
| – | – | 0.16% | 101 |
|
|
2024
Q1 | $321K | Hold |
8,225
| – | – | 0.16% | 108 |
|
|
2023
Q4 | $286K | Sell |
8,225
-619
| -7% | -$21.6K | 0.16% | 116 |
|
|
2023
Q3 | $298K | Buy |
8,844
+8
| +0.1% | +$270 | 0.18% | 106 |
|
|
2023
Q2 | $288K | Sell |
8,836
-554
| -6% | -$18.1K | 0.17% | 109 |
|
|
2023
Q1 | $280K | Buy |
9,390
+202
| +2% | +$6.03K | 0.18% | 112 |
|
|
2022
Q4 | $302K | Sell |
9,188
-1,783
| -16% | -$58.7K | 0.22% | 104 |
|
|
2022
Q3 | $314K | Sell |
10,971
-4,200
| -28% | -$120K | 0.23% | 99 |
|
|
2022
Q2 | $473K | Buy |
+15,171
| New | +$473K | 0.33% | 84 |
|