Spirit of America Management Corp’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 | $11.5M | Sell |
183,432
-71,500
| -28% | -$4.49M | 2.4% | 2 |
|
|
2025
Q1 | $15.2M | Sell |
254,932
-29,500
| -10% | -$1.76M | 3.08% | 2 |
|
|
2024
Q4 | $15.4M | Sell |
284,432
-44,500
| -14% | -$2.41M | 3.12% | 2 |
|
|
2024
Q3 | $15M | Sell |
328,932
-26,100
| -7% | -$1.19M | 2.99% | 2 |
|
|
2024
Q2 | $15.1M | Sell |
355,032
-54,000
| -13% | -$2.3M | 3.06% | 2 |
|
|
2024
Q1 | $15.9M | Sell |
409,032
-61,500
| -13% | -$2.4M | 3.21% | 5 |
|
|
2023
Q4 | $16.4M | Sell |
470,532
-15,000
| -3% | -$522K | 3.6% | 2 |
|
|
2023
Q3 | $16.4M | Sell |
485,532
-30,000
| -6% | -$1.01M | 3.7% | 1 |
|
|
2023
Q2 | $16.8M | Sell |
515,532
-26,300
| -5% | -$858K | 3.79% | 1 |
|
|
2023
Q1 | $16.2M | Sell |
541,832
-2,450
| -0.5% | -$73.2K | 3.62% | 2 |
|
|
2022
Q4 | $17.9M | Hold |
544,282
| – | – | 4.02% | 2 |
|
|
2022
Q3 | $15.6M | Hold |
544,282
| – | – | 3.7% | 2 |
|
|
2022
Q2 | $17M | Sell |
544,282
-1,000
| -0.2% | -$31.2K | 3.86% | 1 |
|
|
2022
Q1 | $18.2M | Buy |
545,282
+1,500
| +0.3% | +$50.1K | 3.56% | 2 |
|
|
2021
Q4 | $14.2M | Hold |
543,782
| – | – | 2.84% | 3 |
|
|
2021
Q3 | $14.1M | Buy |
543,782
+4,000
| +0.7% | +$104K | 3.04% | 2 |
|
|
2021
Q2 | $14.3M | Buy |
539,782
+27,500
| +5% | +$730K | 3.06% | 2 |
|
|
2021
Q1 | $12.1M | Sell |
512,282
-7,500
| -1% | -$178K | 2.87% | 5 |
|
|
2020
Q4 | $10.4M | Sell |
519,782
-5,000
| -1% | -$100K | 2.61% | 6 |
|
|
2020
Q3 | $10.3M | Buy |
524,782
+5,000
| +1% | +$98.3K | 2.81% | 4 |
|
|
2020
Q2 | $9.89M | Buy |
519,782
+54,850
| +12% | +$1.04M | 2.54% | 9 |
|
|
2020
Q1 | $6.58M | Sell |
464,932
-3,800
| -0.8% | -$53.8K | 2.12% | 9 |
|
|
2019
Q4 | $11.1M | Sell |
468,732
-10,970
| -2% | -$260K | 1.94% | 13 |
|
|
2019
Q3 | $11.5M | Sell |
479,702
-94,830
| -17% | -$2.28M | 1.87% | 15 |
|
|
2019
Q2 | $16.1M | Hold |
574,532
| – | – | 2.42% | 9 |
|
|
2019
Q1 | $16.5M | Sell |
574,532
-20,900
| -4% | -$600K | 2.41% | 10 |
|
|
2018
Q4 | $13.1M | Sell |
595,432
-6,600
| -1% | -$146K | 2.07% | 12 |
|
|
2018
Q3 | $16.4M | Buy |
+602,032
| New | +$16.4M | 2.03% | 12 |
|
|
2016
Q1 | – | Sell |
-5,325
| Closed | -$137K | – | 338 |
|
|
2015
Q4 | $137K | Hold |
5,325
| – | – | 0.03% | 289 |
|
|
2015
Q3 | $196K | Hold |
5,325
| – | – | 0.04% | 275 |
|
|
2015
Q2 | $306K | Hold |
5,325
| – | – | 0.06% | 253 |
|
|
2015
Q1 | $269K | Hold |
5,325
| – | – | 0.06% | 254 |
|
|
2014
Q4 | $239K | Buy |
5,325
+2,249
| +73% | +$101K | 0.06% | 260 |
|
|
2014
Q3 | $170K | Buy |
+3,076
| New | +$170K | 0.05% | 286 |
|