Prudent Man 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 | – | Sell |
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|
2025
Q2 | $820K | Sell |
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|
2025
Q1 | $890K | Buy |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $856K | Buy |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $688K | Sell |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $539K | Sell |
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|
2021
Q3 | $645K | Sell |
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|
2021
Q2 | $660K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $378K | Buy |
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