Opus Capital Group’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 | $589K | Sell |
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|
2025
Q2 | $618K | Hold |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $368K | Sell |
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|
2019
Q2 | $430K | Buy |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $284K | Hold |
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|
2018
Q3 | $350K | Sell |
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|
2018
Q2 | $385K | Hold |
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|
2018
Q1 | $353K | Hold |
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|
2017
Q4 | $433K | Hold |
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|
2017
Q3 | $426K | Sell |
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|
2017
Q2 | $465K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $501K | Hold |
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|
2015
Q2 | $782K | Sell |
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|
2015
Q1 | $1.26M | Buy |
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|
2014
Q4 | $1.05M | Sell |
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|
2014
Q3 | $1.4M | Sell |
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|
2014
Q2 | $2.93M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.67M | Buy |
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|
2013
Q3 | $2.52M | Buy |
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|
2013
Q2 | $2.21M | Buy |
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