Townsend & Associates’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 | $321K | Hold |
5,556
| – | – | 0.03% | 91 |
|
|
2025
Q1 | $314K | Hold |
5,556
| – | – | 0.03% | 84 |
|
|
2024
Q4 | $337K | Hold |
5,556
| – | – | 0.03% | 86 |
|
|
2024
Q3 | $290K | Hold |
5,556
| – | – | 0.03% | 90 |
|
|
2024
Q2 | $236K | Sell |
5,556
-445
| -7% | -$18.9K | 0.03% | 95 |
|
|
2024
Q1 | $233K | Sell |
6,001
-773
| -11% | -$30K | 0.03% | 96 |
|
|
2023
Q4 | $231K | Sell |
6,774
-177
| -3% | -$6.02K | 0.03% | 95 |
|
|
2023
Q3 | $237K | Hold |
6,951
| – | – | 0.05% | 91 |
|
|
2023
Q2 | $236K | Buy |
+6,951
| New | +$236K | 0.06% | 108 |
|