SWM

Stockman Wealth Management’s Williams Companies WMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$629K	Hold	10,017	–	–	0.09%	89
2025 Q1	$599K	Hold	10,017	–	–	0.09%	90
2024 Q4	$542K	Buy	10,017 +17	+0.2%	+$920	0.08%	94
2024 Q3	$457K	Sell	10,000 -23	-0.2%	-$1.05K	0.07%	113
2024 Q2	$426K	Buy	10,023 +11	+0.1%	+$468	0.07%	119
2024 Q1	$390K	Buy	10,012 +12	+0.1%	+$468	0.07%	126
2023 Q4	$348K	Sell	10,000 -481	-5%	-$16.8K	0.07%	125
2023 Q3	$353K	Buy	10,481 +481	+5%	+$16.2K	0.08%	123
2023 Q2	$326K	Hold	10,000	–	–	0.07%	140
2023 Q1	$299K	Hold	10,000	–	–	0.07%	157
2022 Q4	$329K	Hold	10,000	–	–	0.08%	141
2022 Q3	$286K	Sell	10,000 -257	-3%	-$7.35K	0.08%	142
2022 Q2	$320K	Buy	10,257 +257	+3%	+$8.02K	0.08%	134
2022 Q1	$334K	Hold	10,000	–	–	0.07%	148
2021 Q4	$260K	Hold	10,000	–	–	0.05%	175
2021 Q3	$259K	Hold	10,000	–	–	0.06%	170
2021 Q2	$266K	Hold	10,000	–	–	0.06%	164
2021 Q1	$237K	Hold	10,000	–	–	0.07%	165
2020 Q4	$201K	Hold	10,000	–	–	0.06%	180
2020 Q3	$197K	Hold	10,000	–	–	0.07%	157
2020 Q2	$190K	Hold	10,000	–	–	0.07%	154
2020 Q1	$142K	Hold	10,000	–	–	0.06%	143
2019 Q4	$237K	Hold	10,000	–	–	0.08%	150
2019 Q3	$241K	Hold	10,000	–	–	0.09%	138
2019 Q2	$280K	Hold	10,000	–	–	0.11%	129
2019 Q1	$287K	Hold	10,000	–	–	0.13%	124
2018 Q4	$221K	Hold	10,000	–	–	0.11%	134
2018 Q3	$272K	Hold	10,000	–	–	0.12%	127
2018 Q2	$271K	Buy	+10,000	New	+$271K	0.12%	115