Shelton Capital Management’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
Q3 | $2.65M | Hold |
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|
2025
Q2 | $2.63M | Sell |
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|
2025
Q1 | $6.69M | Buy |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $3.52M | Buy |
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|
2024
Q2 | $306K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Sell |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $284K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Hold |
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|
2017
Q3 | $204K | Hold |
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|
2017
Q2 | $206K | Hold |
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|
2017
Q1 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $255K | Hold |
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|
2015
Q1 | $225K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $246K | Hold |
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|
2014
Q2 | $259K | Buy |
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