Prudent Man 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 | $820K | Sell |
13,057
-1,832
| -12% | -$115K | 0.26% | 89 |
|
|
2025
Q1 | $890K | Buy |
14,889
+336
| +2% | +$20.1K | 0.32% | 72 |
|
|
2024
Q4 | $788K | Sell |
14,553
-2,148
| -13% | -$116K | 0.29% | 76 |
|
|
2024
Q3 | $762K | Sell |
16,701
-3,436
| -17% | -$157K | 0.25% | 94 |
|
|
2024
Q2 | $856K | Buy |
20,137
+835
| +4% | +$35.5K | 0.3% | 77 |
|
|
2024
Q1 | $752K | Sell |
19,302
-39
| -0.2% | -$1.52K | 0.28% | 85 |
|
|
2023
Q4 | $674K | Sell |
19,341
-1,085
| -5% | -$37.8K | 0.25% | 91 |
|
|
2023
Q3 | $688K | Sell |
20,426
-30
| -0.1% | -$1.01K | 0.27% | 82 |
|
|
2023
Q2 | $667K | Sell |
20,456
-61
| -0.3% | -$1.99K | 0.25% | 87 |
|
|
2023
Q1 | $613K | Sell |
20,517
-413
| -2% | -$12.3K | 0.24% | 99 |
|
|
2022
Q4 | $689K | Buy |
20,930
+76
| +0.4% | +$2.5K | 0.28% | 79 |
|
|
2022
Q3 | $597K | Buy |
20,854
+943
| +5% | +$27K | 0.28% | 80 |
|
|
2022
Q2 | $621K | Sell |
19,911
-449
| -2% | -$14K | 0.29% | 71 |
|
|
2022
Q1 | $680K | Sell |
20,360
-337
| -2% | -$11.3K | 0.28% | 77 |
|
|
2021
Q4 | $539K | Sell |
20,697
-4,169
| -17% | -$109K | 0.21% | 95 |
|
|
2021
Q3 | $645K | Sell |
24,866
-1
| -0% | -$26 | 0.24% | 81 |
|
|
2021
Q2 | $660K | Buy |
+24,867
| New | +$660K | 0.25% | 82 |
|
|
2020
Q3 | – | Sell |
-19,894
| Closed | -$378K | – | 175 |
|
|
2020
Q2 | $378K | Buy |
+19,894
| New | +$378K | 0.34% | 80 |
|