Richard C. Young & Co’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 | $19.8M | Sell |
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|
2025
Q1 | $19.4M | Sell |
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|
2024
Q4 | $18.1M | Sell |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $9.79M | Buy |
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|
2023
Q1 | $8.62M | Buy |
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|
2022
Q4 | $9.45M | Buy |
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|
2022
Q3 | $8.12M | Buy |
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|
2022
Q2 | $8.75M | Buy |
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|
2022
Q1 | $8.92M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $329K | Sell |
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|
2015
Q2 | $512K | Buy |
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