TD 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
Q2 | $188K | Hold |
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|
2025
Q1 | $179K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $128K | Sell |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $97.9K | Hold |
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|
2023
Q1 | $89.6K | Hold |
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|
2022
Q4 | $98.7K | Buy |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $25K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $12K | Buy |
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