Sittner & Nelson’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 | $16.3K | Hold |
259
| – | – | 0.01% | 339 |
|
|
2025
Q1 | $15.5K | Hold |
259
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $14K | Buy |
259
+59
| +30% | +$3.19K | 0.01% | 325 |
|
|
2024
Q3 | $9.13K | Sell |
200
-499
| -71% | -$22.8K | ﹤0.01% | 351 |
|
|
2024
Q2 | $29.7K | Hold |
699
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $27.2K | Hold |
699
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $24.3K | Buy |
699
+499
| +250% | +$17.4K | 0.01% | 266 |
|
|
2023
Q3 | $6.74K | Hold |
200
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $6.53K | Sell |
200
-5,048
| -96% | -$165K | ﹤0.01% | 379 |
|
|
2023
Q1 | $157K | Hold |
5,248
| – | – | 0.09% | 133 |
|
|
2022
Q4 | $173K | Hold |
5,248
| – | – | 0.11% | 121 |
|
|
2022
Q3 | $150K | Buy |
5,248
+1,051
| +25% | +$30K | 0.1% | 122 |
|
|
2022
Q2 | $131K | Buy |
4,197
+949
| +29% | +$29.6K | 0.09% | 127 |
|
|
2022
Q1 | $109K | Hold |
3,248
| – | – | 0.06% | 142 |
|
|
2021
Q4 | $85K | Buy |
3,248
+48
| +2% | +$1.26K | 0.05% | 158 |
|
|
2021
Q3 | $83K | Buy |
3,200
+3,000
| +1,500% | +$77.8K | 0.05% | 149 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 338 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 347 |
|