Simon Quick Advisors’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 | $4.34M | Sell |
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|
2025
Q2 | $4.35M | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $431K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $509K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q2 | $2.58K | Sell |
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|
2019
Q1 | $140K | Buy |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $24K | Buy |
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|
2018
Q2 | $17K | Sell |
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|
2018
Q1 | $25K | Buy |
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|
2017
Q4 | $16K | Sell |
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|
2017
Q3 | $94K | Hold |
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|
2017
Q2 | $95K | Sell |
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|
2017
Q1 | $121K | Buy |
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