Tradewinds Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $154K | Buy |
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|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $133K | Hold |
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|
2024
Q4 | $120K | Hold |
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $94.6K | Hold |
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|
2024
Q1 | $86.7K | Buy |
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|
2023
Q4 | $7.84K | Hold |
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|
2023
Q3 | $7.58K | Hold |
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|
2023
Q2 | $7.34K | Hold |
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|
2023
Q1 | $6.72K | Hold |
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|
2022
Q4 | $7.4K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $10K | Sell |
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|
2020
Q1 | $8K | Buy |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $32K | Buy |
|