RCYC
Richard C. Young & Co’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
315,997
-8,407
| -3% | -$528K | 1.96% | 17 |
|
|
2025
Q1 | $19.4M | Sell |
324,404
-10,501
| -3% | -$628K | 2.08% | 12 |
|
|
2024
Q4 | $18.1M | Sell |
334,905
-789
| -0.2% | -$42.7K | 1.97% | 18 |
|
|
2024
Q3 | $15.3M | Buy |
335,694
+5,796
| +2% | +$265K | 1.67% | 26 |
|
|
2024
Q2 | $14M | Buy |
329,898
+11,757
| +4% | +$500K | 1.7% | 27 |
|
|
2024
Q1 | $12.4M | Buy |
318,141
+1,640
| +0.5% | +$63.9K | 1.56% | 32 |
|
|
2023
Q4 | $11M | Buy |
316,501
+10,521
| +3% | +$366K | 1.48% | 35 |
|
|
2023
Q3 | $10.3M | Buy |
305,980
+5,949
| +2% | +$200K | 1.47% | 38 |
|
|
2023
Q2 | $9.79M | Buy |
300,031
+11,258
| +4% | +$367K | 1.34% | 38 |
|
|
2023
Q1 | $8.62M | Buy |
288,773
+1,650
| +0.6% | +$49.3K | 1.19% | 40 |
|
|
2022
Q4 | $9.45M | Buy |
287,123
+3,440
| +1% | +$113K | 1.26% | 36 |
|
|
2022
Q3 | $8.12M | Buy |
283,683
+3,256
| +1% | +$93.2K | 1.24% | 38 |
|
|
2022
Q2 | $8.75M | Buy |
280,427
+13,497
| +5% | +$421K | 1.13% | 39 |
|
|
2022
Q1 | $8.92M | Buy |
+266,930
| New | +$8.92M | 1.14% | 41 |
|
|
2015
Q4 | – | Sell |
-8,925
| Closed | -$329K | – | 81 |
|
|
2015
Q3 | $329K | Sell |
8,925
-2
| -0% | -$74 | 0.08% | 66 |
|
|
2015
Q2 | $512K | Buy |
+8,927
| New | +$512K | 0.12% | 67 |
|