Steel Grove Capital 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 | $1.21M | Hold |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $879K | Hold |
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|
2024
Q2 | $828K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $724K | Hold |
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|
2022
Q4 | $798K | Hold |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $667K | Hold |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $533K | Buy |
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|
2020
Q2 | $494K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.97M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $221K | Sell |
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|
2015
Q3 | $584K | Buy |
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