Thurston Springer Miller Herd & Titak’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
$2.53M Buy
40,350
+6,118
+18% +$384K 0.33% 83
2025
Q1
$2.05M Buy
34,232
+6,025
+21% +$360K 0.34% 83
2024
Q4
$1.53M Buy
28,207
+7,117
+34% +$385K 0.31% 81
2024
Q3
$963K Buy
21,090
+1,342
+7% +$61.3K 0.27% 100
2024
Q2
$839K Buy
+19,748
New +$839K 0.26% 95