Private Capital Advisors’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 | $15.8M | Buy |
251,783
+2,407
| +1% | +$151K | 1.93% | 11 |
|
|
2025
Q1 | $14.9M | Buy |
249,376
+153
| +0.1% | +$9.14K | 1.78% | 13 |
|
|
2024
Q4 | $13.5M | Buy |
249,223
+10
| +0% | +$541 | 1.61% | 19 |
|
|
2024
Q3 | $11.4M | Sell |
249,213
-245
| -0.1% | -$11.2K | 1.25% | 24 |
|
|
2024
Q2 | $10.6M | Sell |
249,458
-1,145
| -0.5% | -$48.7K | 1.18% | 22 |
|
|
2024
Q1 | $9.77M | Sell |
250,603
-3,045
| -1% | -$119K | 1.22% | 24 |
|
|
2023
Q4 | $8.84M | Sell |
253,648
-91,627
| -27% | -$3.19M | 1.35% | 21 |
|
|
2023
Q3 | $11.9M | Sell |
345,275
-65,533
| -16% | -$2.25M | 1.83% | 11 |
|
|
2023
Q2 | $13.4M | Sell |
410,808
-7,899
| -2% | -$258K | 2.2% | 9 |
|
|
2023
Q1 | $12.5M | Sell |
418,707
-74,750
| -15% | -$2.23M | 2.36% | 11 |
|
|
2022
Q4 | $16.2M | Sell |
493,457
-205
| -0% | -$6.75K | 2.78% | 10 |
|
|
2022
Q3 | $14.1M | Buy |
493,662
+176,283
| +56% | +$5.05M | 2.45% | 11 |
|
|
2022
Q2 | $9.91M | Buy |
317,379
+14,522
| +5% | +$453K | 1.67% | 19 |
|
|
2022
Q1 | $10.1M | Buy |
+302,857
| New | +$10.1M | 1.47% | 24 |
|