TKG Advisors’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 | $2.77M | Buy |
44,130
+1,015
| +2% | +$63.8K | 1.24% | 24 |
|
|
2025
Q1 | $2.58M | Sell |
43,115
-1,464
| -3% | -$87.5K | 1.27% | 26 |
|
|
2024
Q4 | $2.66M | Sell |
44,579
-11,348
| -20% | -$676K | 1.22% | 26 |
|
|
2024
Q3 | $2.55M | Sell |
55,927
-3,294
| -6% | -$150K | 1.26% | 23 |
|
|
2024
Q2 | $2.52M | Sell |
59,221
-2,090
| -3% | -$88.8K | 1.37% | 21 |
|
|
2024
Q1 | $2.39M | Buy |
61,311
+801
| +1% | +$31.2K | 1.33% | 22 |
|
|
2023
Q4 | $2.11M | Sell |
60,510
-1,551
| -2% | -$54K | 1.26% | 27 |
|
|
2023
Q3 | $2.09M | Sell |
62,061
-1,260
| -2% | -$42.4K | 1.39% | 25 |
|
|
2023
Q2 | $2.07M | Buy |
63,321
+26,795
| +73% | +$874K | 1.34% | 26 |
|
|
2023
Q1 | $1.09M | Buy |
36,526
+3,698
| +11% | +$110K | 0.68% | 38 |
|
|
2022
Q4 | $1.08M | Buy |
32,828
+1,626
| +5% | +$53.5K | 0.71% | 38 |
|
|
2022
Q3 | $893K | Sell |
31,202
-19,160
| -38% | -$548K | 0.71% | 39 |
|
|
2022
Q2 | $1.57M | Buy |
50,362
+17,305
| +52% | +$540K | 1.35% | 29 |
|
|
2022
Q1 | $1.1M | Sell |
33,057
-32,364
| -49% | -$1.08M | 0.88% | 35 |
|
|
2021
Q4 | $1.7M | Buy |
+65,421
| New | +$1.7M | 1.34% | 30 |
|