Occidental Asset Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Buy |
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|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $4.99M | Buy |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $967K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $765K | Buy |
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|
2020
Q3 | $696K | Sell |
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|
2020
Q2 | $713K | Buy |
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|
2020
Q1 | $447K | Buy |
|