OWP
Obermeyer Wealth Partners’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
8,383
-3
| -0% | -$188 | 0.03% | 155 |
|
|
2025
Q1 | $501K | Buy |
8,386
+4,534
| +118% | +$271K | 0.03% | 150 |
|
|
2024
Q4 | $208K | Buy |
+3,852
| New | +$208K | 0.01% | 248 |
|
|
2024
Q2 | – | Sell |
-7,029
| Closed | -$274K | – | 265 |
|
|
2024
Q1 | $274K | Sell |
7,029
-551,478
| -99% | -$21.5M | 0.02% | 202 |
|
|
2023
Q4 | $19.5M | Sell |
558,507
-528,746
| -49% | -$18.4M | 1.33% | 27 |
|
|
2023
Q3 | $36.6M | Sell |
1,087,253
-37,876
| -3% | -$1.28M | 2.72% | 15 |
|
|
2023
Q2 | $36.7M | Sell |
1,125,129
-98,153
| -8% | -$3.2M | 2.64% | 16 |
|
|
2023
Q1 | $36.6M | Sell |
1,223,282
-54,504
| -4% | -$1.63M | 2.73% | 13 |
|
|
2022
Q4 | $42M | Sell |
1,277,786
-55,793
| -4% | -$1.84M | 3.18% | 9 |
|
|
2022
Q3 | $38.2M | Sell |
1,333,579
-25,158
| -2% | -$720K | 3.09% | 10 |
|
|
2022
Q2 | $42.4M | Buy |
1,358,737
+1,352,683
| +22,344% | +$42.2M | 3.11% | 11 |
|
|
2022
Q1 | $202K | Buy |
+6,054
| New | +$202K | 0.01% | 228 |
|
|
2013
Q3 | – | Sell |
-250
| Closed | -$8K | – | 282 |
|
|
2013
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 292 |
|