Sterneck Capital Management’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 | $977K | Hold |
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|
2025
Q2 | $968K | Sell |
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|
2025
Q1 | $972K | Sell |
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|
2024
Q4 | $901K | Sell |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $851K | Sell |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $469K | Hold |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $409K | Buy |
|