Perennial Advisors’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 | $263K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $248K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $479K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $454K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $19K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Hold |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $30K | Buy |
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