Outfitter Financial’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-20,000
| Closed | -$1.08M | – | 85 |
|
2024
Q4 | $1.08M | Hold |
20,000
| – | – | 0.87% | 40 |
|
2024
Q3 | $913K | Hold |
20,000
| – | – | 0.75% | 48 |
|
2024
Q2 | $850K | Hold |
20,000
| – | – | 0.71% | 49 |
|
2024
Q1 | $779K | Hold |
20,000
| – | – | 0.64% | 57 |
|
2023
Q4 | $697K | Hold |
20,000
| – | – | 0.61% | 59 |
|
2023
Q3 | $674K | Hold |
20,000
| – | – | 0.63% | 57 |
|
2023
Q2 | $653K | Hold |
20,000
| – | – | 0.58% | 61 |
|
2023
Q1 | $597K | Sell |
20,000
-7,600
| -28% | -$227K | 0.54% | 62 |
|
2022
Q4 | $908K | Hold |
27,600
| – | – | 0.82% | 54 |
|
2022
Q3 | $790K | Hold |
27,600
| – | – | 0.77% | 56 |
|
2022
Q2 | $861K | Hold |
27,600
| – | – | 0.78% | 54 |
|
2022
Q1 | $922K | Hold |
27,600
| – | – | 0.71% | 59 |
|
2021
Q4 | $719K | Hold |
27,600
| – | – | 0.53% | 64 |
|
2021
Q3 | $716K | Hold |
27,600
| – | – | 0.56% | 66 |
|
2021
Q2 | $733K | Hold |
27,600
| – | – | 0.56% | 66 |
|
2021
Q1 | $654K | Hold |
27,600
| – | – | 0.54% | 66 |
|
2020
Q4 | $553K | Buy |
+27,600
| New | +$553K | 0.53% | 64 |
|