Smith, Moore & 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
$485K Sell
7,717
-286
-4% -$18K 0.04% 304
2025
Q1
$478K Sell
8,003
-81
-1% -$4.84K 0.04% 295
2024
Q4
$438K Sell
8,084
-5,390
-40% -$292K 0.04% 305
2024
Q3
$615K Buy
13,474
+4,896
+57% +$224K 0.06% 258
2024
Q2
$365K Buy
8,578
+4
+0% +$170 0.04% 316
2024
Q1
$334K Buy
8,574
+455
+6% +$17.7K 0.04% 332
2023
Q4
$283K Buy
8,119
+625
+8% +$21.8K 0.03% 336
2023
Q3
$252K Sell
7,494
-400
-5% -$13.5K 0.03% 327
2023
Q2
$258K Buy
7,894
+248
+3% +$8.09K 0.03% 334
2023
Q1
$228K Buy
7,646
+677
+10% +$20.2K 0.03% 347
2022
Q4
$229K Buy
+6,969
New +$229K 0.03% 339