TD Capital Management’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 | $188K | Hold |
3,000
| – | – | 0.02% | 124 |
|
|
2025
Q1 | $179K | Hold |
3,000
| – | – | 0.02% | 117 |
|
|
2024
Q4 | $162K | Hold |
3,000
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $137K | Hold |
3,000
| – | – | 0.01% | 133 |
|
|
2024
Q2 | $128K | Sell |
3,000
-329
| -10% | -$14K | 0.01% | 128 |
|
|
2024
Q1 | $130K | Buy |
3,329
+329
| +11% | +$12.8K | 0.01% | 129 |
|
|
2023
Q4 | $104K | Hold |
3,000
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $101K | Hold |
3,000
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $97.9K | Hold |
3,000
| – | – | 0.01% | 132 |
|
|
2023
Q1 | $89.6K | Hold |
3,000
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $98.7K | Buy |
3,000
+500
| +20% | +$16.5K | 0.01% | 124 |
|
|
2022
Q3 | $72K | Buy |
+2,500
| New | +$72K | 0.01% | 134 |
|
|
2022
Q1 | – | Sell |
-1,800
| Closed | -$47K | – | 345 |
|
|
2021
Q4 | $47K | Buy |
1,800
+870
| +94% | +$22.7K | 0.01% | 166 |
|
|
2021
Q3 | $24K | Hold |
930
| – | – | ﹤0.01% | 194 |
|
|
2021
Q2 | $25K | Buy |
+930
| New | +$25K | ﹤0.01% | 187 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$12K | – | 268 |
|
|
2017
Q3 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 125 |
|