Savant Capital’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 | $2.88M | Buy |
45,857
+20,747
| +83% | +$1.3M | 0.02% | 458 |
|
|
2025
Q1 | $1.5M | Buy |
25,110
+4,926
| +24% | +$294K | 0.01% | 611 |
|
|
2024
Q4 | $1.09M | Buy |
20,184
+3,395
| +20% | +$184K | 0.01% | 619 |
|
|
2024
Q3 | $766K | Buy |
16,789
+1,270
| +8% | +$58K | 0.01% | 729 |
|
|
2024
Q2 | $660K | Buy |
15,519
+2,548
| +20% | +$108K | 0.01% | 705 |
|
|
2024
Q1 | $505K | Buy |
12,971
+1,602
| +14% | +$62.4K | 0.01% | 720 |
|
|
2023
Q4 | $396K | Buy |
11,369
+979
| +9% | +$34.1K | 0.01% | 626 |
|
|
2023
Q3 | $350K | Sell |
10,390
-100
| -1% | -$3.37K | 0.01% | 608 |
|
|
2023
Q2 | $342K | Buy |
10,490
+876
| +9% | +$28.6K | 0.01% | 614 |
|
|
2023
Q1 | $287K | Buy |
9,614
+1,499
| +18% | +$44.8K | 0.01% | 606 |
|
|
2022
Q4 | $267K | Buy |
8,115
+206
| +3% | +$6.78K | 0.01% | 493 |
|
|
2022
Q3 | $226K | Sell |
7,909
-1,233
| -13% | -$35.2K | 0.01% | 484 |
|
|
2022
Q2 | $285K | Buy |
9,142
+593
| +7% | +$18.5K | 0.01% | 441 |
|
|
2022
Q1 | $286K | Buy |
8,549
+86
| +1% | +$2.88K | 0.01% | 462 |
|
|
2021
Q4 | $221K | Buy |
+8,463
| New | +$221K | 0.01% | 522 |
|