Salem Investment Counselors’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 | $118K | Buy |
1,883
+225
| +14% | +$14.1K | ﹤0.01% | 432 |
|
|
2025
Q1 | $99.1K | Hold |
1,658
| – | – | ﹤0.01% | 450 |
|
|
2024
Q4 | $89.7K | Hold |
1,658
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $75.7K | Hold |
1,658
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $70.5K | Hold |
1,658
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $64.6K | Hold |
1,658
| – | – | ﹤0.01% | 509 |
|
|
2023
Q4 | $57.7K | Buy |
1,658
+908
| +121% | +$31.6K | ﹤0.01% | 514 |
|
|
2023
Q3 | $25.3K | Hold |
750
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $24.5K | Sell |
750
-1,150
| -61% | -$37.5K | ﹤0.01% | 660 |
|
|
2023
Q1 | $56.7K | Hold |
1,900
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $62.5K | Sell |
1,900
-748
| -28% | -$24.6K | ﹤0.01% | 478 |
|
|
2022
Q3 | $76K | Buy |
2,648
+1,733
| +189% | +$49.7K | ﹤0.01% | 428 |
|
|
2022
Q2 | $29K | Buy |
915
+315
| +53% | +$9.98K | ﹤0.01% | 601 |
|
|
2022
Q1 | $20K | Buy |
600
+400
| +200% | +$13.3K | ﹤0.01% | 651 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 933 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 849 |
|
|
2021
Q2 | $5K | Sell |
200
-1,293
| -87% | -$32.3K | ﹤0.01% | 792 |
|
|
2021
Q1 | $35K | Hold |
1,493
| – | – | ﹤0.01% | 505 |
|
|
2020
Q4 | $30K | Buy |
1,493
+200
| +15% | +$4.02K | ﹤0.01% | 514 |
|
|
2020
Q3 | $25K | Sell |
1,293
-7,650
| -86% | -$148K | ﹤0.01% | 468 |
|
|
2020
Q2 | $170K | Buy |
8,943
+7,650
| +592% | +$145K | 0.01% | 257 |
|
|
2020
Q1 | $18K | Sell |
1,293
-700
| -35% | -$9.75K | ﹤0.01% | 463 |
|
|
2019
Q4 | $47K | Buy |
1,993
+700
| +54% | +$16.5K | ﹤0.01% | 381 |
|
|
2019
Q3 | $31K | Hold |
1,293
| – | – | ﹤0.01% | 424 |
|
|
2019
Q2 | $36K | Sell |
1,293
-66
| -5% | -$1.84K | ﹤0.01% | 413 |
|
|
2019
Q1 | $37K | Buy |
+1,359
| New | +$37K | ﹤0.01% | 314 |
|
|
2018
Q4 | – | Sell |
-1,359
| Closed | -$37K | – | 389 |
|
|
2018
Q3 | $37K | Buy |
+1,359
| New | +$37K | ﹤0.01% | 314 |
|