Parsons Capital Management’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 | $475K | Hold |
7,570
| – | – | 0.03% | 314 |
|
|
2025
Q1 | $452K | Hold |
7,570
| – | – | 0.02% | 318 |
|
|
2024
Q4 | $410K | Buy |
7,570
+520
| +7% | +$28.1K | 0.02% | 337 |
|
|
2024
Q3 | $322K | Hold |
7,050
| – | – | 0.02% | 372 |
|
|
2024
Q2 | $300K | Hold |
7,050
| – | – | 0.02% | 374 |
|
|
2024
Q1 | $275K | Hold |
7,050
| – | – | 0.02% | 382 |
|
|
2023
Q4 | $246K | Buy |
7,050
+275
| +4% | +$9.58K | 0.02% | 395 |
|
|
2023
Q3 | $228K | Hold |
6,775
| – | – | 0.02% | 388 |
|
|
2023
Q2 | $221K | Hold |
6,775
| – | – | 0.02% | 399 |
|
|
2023
Q1 | $202K | Buy |
+6,775
| New | +$202K | 0.02% | 408 |
|
|
2022
Q4 | – | Sell |
-7,500
| Closed | -$215K | – | 430 |
|
|
2022
Q3 | $215K | Hold |
7,500
| – | – | 0.02% | 391 |
|
|
2022
Q2 | $234K | Buy |
+7,500
| New | +$234K | 0.02% | 382 |
|
|
2015
Q3 | – | Sell |
-6,750
| Closed | -$387K | – | 350 |
|
|
2015
Q2 | $387K | Hold |
6,750
| – | – | 0.05% | 253 |
|
|
2015
Q1 | $341K | Hold |
6,750
| – | – | 0.05% | 245 |
|
|
2014
Q4 | $303K | Buy |
6,750
+75
| +1% | +$3.37K | 0.04% | 275 |
|
|
2014
Q3 | $370K | Hold |
6,675
| – | – | 0.05% | 250 |
|
|
2014
Q2 | $388K | Hold |
6,675
| – | – | 0.05% | 252 |
|
|
2014
Q1 | $270K | Buy |
6,675
+100
| +2% | +$4.05K | 0.04% | 292 |
|
|
2013
Q4 | $255K | Hold |
6,575
| – | – | 0.04% | 288 |
|
|
2013
Q3 | $239K | Buy |
6,575
+100
| +2% | +$3.64K | 0.04% | 277 |
|
|
2013
Q2 | $209K | Buy |
+6,475
| New | +$209K | 0.04% | 282 |
|