S.A. Mason’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 | $38.6K | Hold |
615
| – | – | 0.02% | 301 |
|
|
2025
Q1 | $36.8K | Hold |
615
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $33.3K | Hold |
615
| – | – | 0.02% | 295 |
|
|
2024
Q3 | $28.1K | Hold |
615
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $26.1K | Hold |
615
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $24K | Buy |
615
+71
| +13% | +$2.77K | 0.01% | 281 |
|
|
2023
Q4 | $18.9K | Buy |
+544
| New | +$18.9K | 0.01% | 285 |
|
|
2020
Q2 | – | Sell |
-175
| Closed | -$2K | – | 387 |
|
|
2020
Q1 | $2K | Buy |
+175
| New | +$2K | ﹤0.01% | 371 |
|