O'Keefe Stevens Advisory’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 | $1.21M | Buy |
19,210
+2,622
| +16% | +$165K | 0.34% | 33 |
|
|
2025
Q1 | $991K | Buy |
16,588
+2,678
| +19% | +$160K | 0.33% | 31 |
|
|
2024
Q4 | $753K | Buy |
13,910
+3,307
| +31% | +$179K | 0.23% | 36 |
|
|
2024
Q3 | $484K | Buy |
10,603
+3,204
| +43% | +$146K | 0.15% | 49 |
|
|
2024
Q2 | $314K | Buy |
7,399
+1,177
| +19% | +$50K | 0.11% | 48 |
|
|
2024
Q1 | $242K | Buy |
+6,222
| New | +$242K | 0.08% | 54 |
|