Tortoise Investment 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 | $16.3K | Buy |
259
+45
| +21% | +$2.83K | ﹤0.01% | 539 |
|
|
2025
Q1 | $12.8K | Hold |
214
| – | – | ﹤0.01% | 551 |
|
|
2024
Q4 | $11.6K | Hold |
214
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $9.77K | Hold |
214
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $9.1K | Hold |
214
| – | – | ﹤0.01% | 639 |
|
|
2024
Q1 | $8.34K | Hold |
214
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $7.45K | Hold |
214
| – | – | ﹤0.01% | 605 |
|
|
2023
Q3 | $7.21K | Buy |
214
+14
| +7% | +$472 | ﹤0.01% | 595 |
|
|
2023
Q2 | $6.53K | Hold |
200
| – | – | ﹤0.01% | 596 |
|
|
2023
Q1 | $5.97K | Hold |
200
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $6.58K | Sell |
200
-7,275
| -97% | -$239K | ﹤0.01% | 585 |
|
|
2022
Q3 | $214K | Buy |
7,475
+7,275
| +3,638% | +$208K | 0.04% | 177 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 538 |
|
|
2021
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 541 |
|
|
2015
Q2 | – | Sell |
-220
| Closed | -$11K | – | 447 |
|
|
2015
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 289 |
|
|
2014
Q4 | $10K | Hold |
220
| – | – | ﹤0.01% | 313 |
|
|
2014
Q3 | $12K | Sell |
220
-30
| -12% | -$1.64K | 0.01% | 288 |
|
|
2014
Q2 | $15K | Buy |
+250
| New | +$15K | 0.01% | 291 |
|
|
2013
Q3 | – | Sell |
-78
| Closed | -$3K | – | 368 |
|
|
2013
Q2 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 305 |
|