Presima Securities’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 | $875K | Hold |
13,925
| – | – | 0.2% | 43 |
|
|
2025
Q1 | $832K | Buy |
13,925
+125
| +0.9% | +$7.47K | 0.19% | 42 |
|
|
2024
Q4 | $747K | Hold |
13,800
| – | – | 0.18% | 42 |
|
|
2024
Q3 | $630K | Hold |
13,800
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $587K | Hold |
13,800
| – | – | 0.13% | 44 |
|
|
2024
Q1 | $538K | Hold |
13,800
| – | – | 0.13% | 44 |
|
|
2023
Q4 | $481K | Buy |
13,800
+400
| +3% | +$13.9K | 0.11% | 48 |
|
|
2023
Q3 | $451K | Sell |
13,400
-5,100
| -28% | -$172K | 0.12% | 44 |
|
|
2023
Q2 | $604K | Hold |
18,500
| – | – | 0.17% | 42 |
|
|
2023
Q1 | $552K | Hold |
18,500
| – | – | 0.16% | 45 |
|
|
2022
Q4 | $609K | Buy |
18,500
+3,400
| +23% | +$112K | 0.18% | 43 |
|
|
2022
Q3 | $432K | Sell |
15,100
-14,700
| -49% | -$421K | 0.13% | 46 |
|
|
2022
Q2 | $930K | Hold |
29,800
| – | – | 0.23% | 45 |
|
|
2022
Q1 | $996K | Sell |
29,800
-30,200
| -50% | -$1.01M | 0.2% | 44 |
|
|
2021
Q4 | $1.56M | Hold |
60,000
| – | – | 0.27% | 41 |
|
|
2021
Q3 | $1.56M | Buy |
60,000
+6,900
| +13% | +$179K | 0.28% | 40 |
|
|
2021
Q2 | $1.41M | Buy |
53,100
+22,900
| +76% | +$608K | 0.2% | 38 |
|
|
2021
Q1 | $715K | Buy |
+30,200
| New | +$715K | 0.09% | 43 |
|