QIM
Quest Investment Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
+11,975
| New | +$752K | 0.08% | 89 |
|
|
2015
Q2 | – | Sell |
-121,809
| Closed | -$6.16M | – | 125 |
|
|
2015
Q1 | $6.16M | Sell |
121,809
-31,373
| -20% | -$1.59M | 0.84% | 42 |
|
|
2014
Q4 | $6.88M | Buy |
+153,182
| New | +$6.88M | 0.82% | 53 |
|
|
2014
Q3 | – | Sell |
-113,999
| Closed | -$6.64M | – | 231 |
|
|
2014
Q2 | $6.64M | Sell |
113,999
-56,610
| -33% | -$3.3M | 0.65% | 84 |
|
|
2014
Q1 | $6.92M | Sell |
170,609
-83,934
| -33% | -$3.41M | 0.65% | 83 |
|
|
2013
Q4 | $9.82M | Sell |
254,543
-26,107
| -9% | -$1.01M | 0.85% | 51 |
|
|
2013
Q3 | $10.2M | Sell |
280,650
-339,851
| -55% | -$12.4M | 0.87% | 47 |
|
|
2013
Q2 | $20.1M | Buy |
+620,501
| New | +$20.1M | 1.52% | 21 |
|