O'Brien Greene & Co’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 | $9.82M | Sell |
156,369
-5,335
| -3% | -$335K | 3.21% | 7 |
|
|
2025
Q1 | $9.66M | Sell |
161,704
-1,228
| -0.8% | -$73.4K | 3.24% | 7 |
|
|
2024
Q4 | $8.82M | Sell |
162,932
-8,377
| -5% | -$453K | 2.86% | 8 |
|
|
2024
Q3 | $7.82M | Sell |
171,309
-931
| -0.5% | -$42.5K | 2.44% | 13 |
|
|
2024
Q2 | $7.32M | Buy |
172,240
+17,807
| +12% | +$757K | 2.32% | 15 |
|
|
2024
Q1 | $6.02M | Buy |
154,433
+832
| +0.5% | +$32.4K | 1.98% | 23 |
|
|
2023
Q4 | $5.35M | Buy |
153,601
+499
| +0.3% | +$17.4K | 1.88% | 25 |
|
|
2023
Q3 | $5.16M | Buy |
153,102
+27,235
| +22% | +$918K | 1.89% | 25 |
|
|
2023
Q2 | $4.11M | Buy |
125,867
+106,142
| +538% | +$3.46M | 1.43% | 30 |
|
|
2023
Q1 | $589K | Buy |
19,725
+400
| +2% | +$11.9K | 0.22% | 70 |
|
|
2022
Q4 | $636K | Sell |
19,325
-40,276
| -68% | -$1.33M | 0.24% | 65 |
|
|
2022
Q3 | $1.71M | Buy |
59,601
+43,142
| +262% | +$1.24M | 0.23% | 69 |
|
|
2022
Q2 | $513K | Buy |
16,459
+1,637
| +11% | +$51K | 0.19% | 78 |
|
|
2022
Q1 | $495K | Buy |
14,822
+150
| +1% | +$5.01K | 0.16% | 89 |
|
|
2021
Q4 | $382K | Buy |
14,672
+722
| +5% | +$18.8K | 0.13% | 108 |
|
|
2021
Q3 | $362K | Buy |
13,950
+900
| +7% | +$23.4K | 0.13% | 104 |
|
|
2021
Q2 | $346K | Buy |
13,050
+2,550
| +24% | +$67.6K | 0.12% | 108 |
|
|
2021
Q1 | $249K | Buy |
+10,500
| New | +$249K | 0.1% | 113 |
|