Recurrent Investment 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
Q2 | $47.9M | Sell |
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|
2025
Q1 | $50.9M | Sell |
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|
2024
Q4 | $46.1M | Sell |
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|
2024
Q3 | $39.3M | Buy |
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|
2024
Q2 | $36.5M | Buy |
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|
2024
Q1 | $33.1M | Buy |
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|
2023
Q4 | $29.5M | Sell |
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|
2023
Q3 | $28.5M | Buy |
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|
2023
Q2 | $25.1M | Buy |
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|
2023
Q1 | $20.4M | Buy |
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|
2022
Q4 | $19.8M | Buy |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $13.4M | Buy |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $9.54M | Buy |
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|
2021
Q3 | $8.99M | Buy |
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|
2021
Q2 | $7.83M | Buy |
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|
2021
Q1 | $6.75M | Sell |
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|
2020
Q4 | $5.81M | Buy |
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|
2020
Q3 | $5.25M | Sell |
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|
2020
Q2 | $5.26M | Buy |
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|
2020
Q1 | $3.47M | Buy |
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|
2019
Q4 | $3.91M | Buy |
|