Waverly Advisors’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 | $2.6M | Buy |
41,354
+5,376
| +15% | +$338K | 0.03% | 437 |
|
|
2025
Q1 | $2.15M | Buy |
35,978
+583
| +2% | +$34.8K | 0.03% | 463 |
|
|
2024
Q4 | $1.92M | Sell |
35,395
-301
| -0.8% | -$16.3K | 0.03% | 393 |
|
|
2024
Q3 | $1.63M | Sell |
35,696
-1,382
| -4% | -$63.1K | 0.03% | 368 |
|
|
2024
Q2 | $1.58M | Buy |
37,078
+5,843
| +19% | +$248K | 0.03% | 357 |
|
|
2024
Q1 | $1.22M | Sell |
31,235
-223
| -0.7% | -$8.69K | 0.03% | 335 |
|
|
2023
Q4 | $1.1M | Sell |
31,458
-250
| -0.8% | -$8.71K | 0.04% | 209 |
|
|
2023
Q3 | $1.07M | Buy |
+31,708
| New | +$1.07M | 0.05% | 189 |
|
|
2018
Q1 | – | Sell |
-305
| Closed | -$9K | – | 361 |
|
|
2017
Q4 | $9K | Buy |
+305
| New | +$9K | ﹤0.01% | 334 |
|
|
2015
Q4 | – | Sell |
-940
| Closed | -$35K | – | 392 |
|
|
2015
Q3 | $35K | Hold |
940
| – | – | 0.02% | 180 |
|
|
2015
Q2 | $54K | Hold |
940
| – | – | 0.03% | 128 |
|
|
2015
Q1 | $48K | Hold |
940
| – | – | 0.02% | 129 |
|
|
2014
Q4 | $42K | Buy |
+940
| New | +$42K | 0.02% | 137 |
|