Mount Vernon 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 | $225K | Hold |
3,583
| – | – | 0.16% | 52 |
|
|
2025
Q1 | $214K | Buy |
+3,583
| New | +$214K | 0.17% | 49 |
|
|
2020
Q3 | – | Sell |
-10,170
| Closed | -$193K | – | 56 |
|
|
2020
Q2 | $193K | Sell |
10,170
-150
| -1% | -$2.85K | 0.25% | 47 |
|
|
2020
Q1 | $146K | Sell |
10,320
-3,491
| -25% | -$49.4K | 0.24% | 43 |
|
|
2019
Q4 | $328K | Sell |
13,811
-624
| -4% | -$14.8K | 0.45% | 38 |
|
|
2019
Q3 | $347K | Hold |
14,435
| – | – | 0.52% | 36 |
|
|
2019
Q2 | $405K | Sell |
14,435
-2,200
| -13% | -$61.7K | 0.6% | 34 |
|
|
2019
Q1 | $478K | Hold |
16,635
| – | – | 0.73% | 34 |
|
|
2018
Q4 | $367K | Sell |
16,635
-1,034
| -6% | -$22.8K | 0.65% | 34 |
|
|
2018
Q3 | $480K | Buy |
+17,669
| New | +$480K | 0.71% | 34 |
|