TFC Financial 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 | $7.04K | Hold |
112
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $6.69K | Hold |
112
| – | – | ﹤0.01% | 385 |
|
|
2024
Q4 | $6.06K | Hold |
112
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $5.11K | Hold |
112
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $4.76K | Hold |
112
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $4.37K | Buy |
112
+6
| +6% | +$234 | ﹤0.01% | 401 |
|
|
2023
Q4 | $3.69K | Hold |
106
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $3.57K | Hold |
106
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $3.46K | Buy |
106
+33
| +45% | +$1.08K | ﹤0.01% | 397 |
|
|
2023
Q1 | $2.18K | Buy |
73
+16
| +28% | +$478 | ﹤0.01% | 454 |
|
|
2022
Q4 | $1.88K | Hold |
57
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 433 |
|
|
2022
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 559 |
|
|
2021
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 555 |
|
|
2020
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 542 |
|
|
2020
Q3 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 515 |
|