Slocum, Gordon & Co’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 | $3.88M | Sell |
61,727
-2,400
| -4% | -$151K | 3.12% | 12 |
|
|
2025
Q1 | $3.83M | Sell |
64,127
-1,150
| -2% | -$68.7K | 2.85% | 13 |
|
|
2024
Q4 | $3.53M | Sell |
65,277
-1,600
| -2% | -$86.6K | 2.91% | 11 |
|
|
2024
Q3 | $3.05M | Sell |
66,877
-700
| -1% | -$32K | 1.23% | 19 |
|
|
2024
Q2 | $2.87M | Sell |
67,577
-70
| -0.1% | -$2.98K | 2.14% | 17 |
|
|
2024
Q1 | $2.64M | Sell |
67,647
-25
| -0% | -$974 | 1.96% | 17 |
|
|
2023
Q4 | $2.36M | Sell |
67,672
-330
| -0.5% | -$11.5K | 2.07% | 15 |
|
|
2023
Q3 | $2.29M | Sell |
68,002
-1,475
| -2% | -$49.7K | 1.99% | 17 |
|
|
2023
Q2 | $2.27M | Sell |
69,477
-600
| -0.9% | -$19.6K | 1.64% | 18 |
|
|
2023
Q1 | $2.09M | Sell |
70,077
-43,400
| -38% | -$1.3M | 1.74% | 19 |
|
|
2022
Q4 | $3.73M | Buy |
+113,477
| New | +$3.73M | 2.41% | 15 |
|