Wedmont Private Capital’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 | $1.35M | Buy |
23,349
+620
| +3% | +$35.9K | 0.06% | 206 |
|
|
2025
Q1 | $1.28M | Buy |
22,729
+2,439
| +12% | +$138K | 0.07% | 187 |
|
|
2024
Q4 | $1.13M | Buy |
20,290
+1,098
| +6% | +$61K | 0.06% | 197 |
|
|
2024
Q3 | $953K | Buy |
19,192
+717
| +4% | +$35.6K | 0.05% | 213 |
|
|
2024
Q2 | $794K | Buy |
18,475
+956
| +5% | +$41.1K | 0.05% | 238 |
|
|
2024
Q1 | $687K | Buy |
17,519
+2,289
| +15% | +$89.8K | 0.05% | 264 |
|
|
2023
Q4 | $543K | Buy |
15,230
+2,007
| +15% | +$71.5K | 0.04% | 287 |
|
|
2023
Q3 | $454K | Buy |
13,223
+2,265
| +21% | +$77.8K | 0.05% | 278 |
|
|
2023
Q2 | $366K | Buy |
10,958
+3,457
| +46% | +$115K | 0.04% | 331 |
|
|
2023
Q1 | $224K | Sell |
7,501
-2,159
| -22% | -$64.4K | 0.03% | 417 |
|
|
2022
Q4 | $315K | Buy |
9,660
+2,327
| +32% | +$75.8K | 0.05% | 321 |
|
|
2022
Q3 | $210K | Buy |
7,333
+182
| +3% | +$5.21K | 0.04% | 350 |
|
|
2022
Q2 | $223K | Buy |
7,151
+883
| +14% | +$27.5K | 0.05% | 297 |
|
|
2022
Q1 | $211K | Buy |
+6,268
| New | +$211K | 0.05% | 307 |
|