Welch & Forbes’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 | $472K | Buy |
7,509
+300
| +4% | +$18.8K | 0.01% | 279 |
|
|
2025
Q1 | $431K | Buy |
+7,209
| New | +$431K | 0.01% | 283 |
|
|
2015
Q4 | – | Sell |
-6,603
| Closed | -$243K | – | 347 |
|
|
2015
Q3 | $243K | Buy |
6,603
+66
| +1% | +$2.43K | 0.01% | 306 |
|
|
2015
Q2 | $375K | Sell |
6,537
-200
| -3% | -$11.5K | 0.01% | 273 |
|
|
2015
Q1 | $341K | Buy |
6,737
+137
| +2% | +$6.93K | 0.01% | 282 |
|
|
2014
Q4 | $297K | Sell |
6,600
-134
| -2% | -$6.03K | 0.01% | 303 |
|
|
2014
Q3 | $373K | Sell |
6,734
-694
| -9% | -$38.4K | 0.01% | 279 |
|
|
2014
Q2 | $432K | Buy |
7,428
+268
| +4% | +$15.6K | 0.01% | 255 |
|
|
2014
Q1 | $291K | Hold |
7,160
| – | – | 0.01% | 288 |
|
|
2013
Q4 | $276K | Hold |
7,160
| – | – | 0.01% | 287 |
|
|
2013
Q3 | $260K | Buy |
7,160
+560
| +8% | +$20.3K | 0.01% | 302 |
|
|
2013
Q2 | $214K | Buy |
+6,600
| New | +$214K | 0.01% | 301 |
|