MTM 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 | $1.43M | Hold |
22,756
| – | – | 0.48% | 53 |
|
|
2025
Q1 | $1.38M | Hold |
22,756
| – | – | 0.53% | 49 |
|
|
2024
Q4 | $1.23M | Sell |
22,756
-2,227
| -9% | -$121K | 0.47% | 57 |
|
|
2024
Q3 | $1.24M | Hold |
24,983
| – | – | 0.48% | 58 |
|
|
2024
Q2 | $1.06M | Sell |
24,983
-150
| -0.6% | -$6.38K | 0.44% | 64 |
|
|
2024
Q1 | $979K | Sell |
25,133
-124
| -0.5% | -$4.83K | 0.4% | 67 |
|
|
2023
Q4 | $880K | Hold |
25,257
| – | – | 0.4% | 69 |
|
|
2023
Q3 | $851K | Hold |
25,257
| – | – | 0.43% | 65 |
|
|
2023
Q2 | $824K | Hold |
25,257
| – | – | 0.4% | 67 |
|
|
2023
Q1 | $754K | Hold |
25,257
| – | – | 0.39% | 74 |
|
|
2022
Q4 | $831K | Sell |
25,257
-1,600
| -6% | -$52.6K | 0.43% | 69 |
|
|
2022
Q3 | $769K | Sell |
26,857
-257
| -0.9% | -$7.36K | 0.44% | 69 |
|
|
2022
Q2 | $848K | Hold |
27,114
| – | – | 0.46% | 66 |
|
|
2022
Q1 | $906K | Hold |
27,114
| – | – | 0.44% | 65 |
|
|
2021
Q4 | $706K | Sell |
27,114
-250
| -0.9% | -$6.51K | 0.34% | 88 |
|
|
2021
Q3 | $710K | Sell |
27,364
-700
| -2% | -$18.2K | 0.39% | 81 |
|
|
2021
Q2 | $745K | Buy |
28,064
+3,000
| +12% | +$79.6K | 0.39% | 78 |
|
|
2021
Q1 | $594K | Buy |
+25,064
| New | +$594K | 0.33% | 85 |
|