Phillips Financial Management’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 | $720K | Buy |
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|
2025
Q2 | $706K | Buy |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $599K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $269K | Hold |
|
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $328K | Hold |
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|
2018
Q4 | $247K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $299K | Hold |
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|
2018
Q1 | $273K | Hold |
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|
2017
Q4 | $363K | Sell |
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|
2017
Q3 | $351K | Hold |
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|
2017
Q2 | $370K | Hold |
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|
2017
Q1 | $352K | Hold |
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|
2016
Q4 | $337K | Sell |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $310K | Buy |
|
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $514K | Hold |
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|
2015
Q2 | $682K | Hold |
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|
2015
Q1 | $637K | Hold |
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|
2014
Q4 | $520K | Sell |
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|
2014
Q3 | $627K | Hold |
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|
2014
Q2 | $723K | Hold |
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|
2014
Q1 | $522K | Hold |
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|
2013
Q4 | $475K | Sell |
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|
2013
Q3 | $456K | Hold |
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|
2013
Q2 | $425K | Buy |
|