Vanguard Personalized Indexing Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
169,797
+24,668
| +17% | +$1.55M | 0.12% | 144 |
|
|
2025
Q1 | $8.67M | Buy |
145,129
+6,689
| +5% | +$400K | 0.13% | 139 |
|
|
2024
Q4 | $7.49M | Buy |
138,440
+12,354
| +10% | +$669K | 0.11% | 147 |
|
|
2024
Q3 | $5.76M | Buy |
126,086
+20,274
| +19% | +$926K | 0.09% | 183 |
|
|
2024
Q2 | $4.5M | Buy |
105,812
+19,924
| +23% | +$847K | 0.09% | 196 |
|
|
2024
Q1 | $3.35M | Buy |
85,888
+8,501
| +11% | +$331K | 0.07% | 252 |
|
|
2023
Q4 | $2.7M | Buy |
77,387
+265
| +0.3% | +$9.23K | 0.07% | 267 |
|
|
2023
Q3 | $2.6M | Sell |
77,122
-9,715
| -11% | -$327K | 0.08% | 251 |
|
|
2023
Q2 | $2.83M | Buy |
86,837
+20,058
| +30% | +$654K | 0.09% | 222 |
|
|
2023
Q1 | $1.99M | Buy |
66,779
+8,315
| +14% | +$248K | 0.07% | 292 |
|
|
2022
Q4 | $1.92M | Buy |
58,464
+3,706
| +7% | +$122K | 0.08% | 269 |
|
|
2022
Q3 | $1.57M | Buy |
54,758
+7,094
| +15% | +$203K | 0.07% | 293 |
|
|
2022
Q2 | $1.49M | Buy |
47,664
+7,925
| +20% | +$247K | 0.07% | 285 |
|
|
2022
Q1 | $1.33M | Buy |
39,739
+18,768
| +89% | +$627K | 0.06% | 316 |
|
|
2021
Q4 | $546K | Buy |
20,971
+4,705
| +29% | +$122K | 0.03% | 674 |
|
|
2021
Q3 | $422K | Sell |
16,266
-4,758
| -23% | -$123K | 0.04% | 609 |
|
|
2021
Q2 | $558K | Buy |
21,024
+9,937
| +90% | +$264K | 0.06% | 433 |
|
|
2021
Q1 | $263K | Buy |
+11,087
| New | +$263K | 0.04% | 556 |
|