Van Hulzen Asset 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
Q1 | – | Sell |
-474
| Closed | -$25.7K | – | 1121 |
|
|
2024
Q4 | $25.7K | Buy |
+474
| New | +$25.7K | ﹤0.01% | 637 |
|
|
2024
Q2 | – | Sell |
-47,409
| Closed | -$1.85M | – | 338 |
|
|
2024
Q1 | $1.85M | Hold |
47,409
| – | – | 0.12% | 122 |
|
|
2023
Q4 | $1.65M | Hold |
47,409
| – | – | 0.12% | 118 |
|
|
2023
Q3 | $1.6M | Buy |
47,409
+40,000
| +540% | +$1.35M | 0.12% | 118 |
|
|
2023
Q2 | $242K | Buy |
+7,409
| New | +$242K | 0.02% | 270 |
|
|
2016
Q1 | – | Sell |
-7,575
| Closed | -$195K | – | 155 |
|
|
2015
Q4 | $195K | Sell |
7,575
-1,100
| -13% | -$28.3K | 0.12% | 100 |
|
|
2015
Q3 | $320K | Buy |
8,675
+3,700
| +74% | +$136K | 0.21% | 86 |
|
|
2015
Q2 | $286K | Buy |
+4,975
| New | +$286K | 0.15% | 115 |
|
|
2014
Q2 | – | Sell |
-42,091
| Closed | -$1.71M | – | 94 |
|
|
2014
Q1 | $1.71M | Buy |
42,091
+11,891
| +39% | +$483K | 1.73% | 22 |
|
|
2013
Q4 | $1.17M | Buy |
+30,200
| New | +$1.17M | 1.01% | 34 |
|