MV Capital 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 | $61.6K | Buy |
981
+8
| +0.8% | +$502 | 0.01% | 279 |
|
|
2025
Q1 | $58.1K | Sell |
973
-17
| -2% | -$1.02K | 0.01% | 291 |
|
|
2024
Q4 | $53.6K | Buy |
990
+23
| +2% | +$1.25K | 0.01% | 286 |
|
|
2024
Q3 | $44.1K | Buy |
967
+160
| +20% | +$7.3K | ﹤0.01% | 317 |
|
|
2024
Q2 | $34.3K | Buy |
807
+39
| +5% | +$1.66K | ﹤0.01% | 335 |
|
|
2024
Q1 | $29.9K | Sell |
768
-13
| -2% | -$507 | ﹤0.01% | 363 |
|
|
2023
Q4 | $27.2K | Buy |
781
+13
| +2% | +$453 | ﹤0.01% | 371 |
|
|
2023
Q3 | $25.9K | Buy |
768
+21
| +3% | +$707 | ﹤0.01% | 357 |
|
|
2023
Q2 | $24.4K | Buy |
747
+106
| +17% | +$3.46K | ﹤0.01% | 379 |
|
|
2023
Q1 | $19.1K | Buy |
641
+112
| +21% | +$3.34K | ﹤0.01% | 408 |
|
|
2022
Q4 | $17.4K | Sell |
529
-5
| -0.9% | -$164 | ﹤0.01% | 366 |
|
|
2022
Q3 | $15K | Buy |
534
+94
| +21% | +$2.64K | ﹤0.01% | 388 |
|
|
2022
Q2 | $14K | Buy |
440
+56
| +15% | +$1.78K | ﹤0.01% | 372 |
|
|
2022
Q1 | $13K | Buy |
384
+5
| +1% | +$169 | ﹤0.01% | 408 |
|
|
2021
Q4 | $10K | Buy |
379
+33
| +10% | +$871 | ﹤0.01% | 469 |
|
|
2021
Q3 | $9K | Buy |
346
+181
| +110% | +$4.71K | ﹤0.01% | 461 |
|
|
2021
Q2 | $4K | Buy |
+165
| New | +$4K | ﹤0.01% | 549 |
|
|
2015
Q4 | – | Sell |
-368
| Closed | -$14K | – | 308 |
|
|
2015
Q3 | $14K | Hold |
368
| – | – | 0.01% | 212 |
|
|
2015
Q2 | $21K | Hold |
368
| – | – | 0.01% | 257 |
|
|
2015
Q1 | $19K | Hold |
368
| – | – | 0.01% | 243 |
|
|
2014
Q4 | $17K | Buy |
+368
| New | +$17K | 0.01% | 244 |
|