West Family Investments’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 | $611K | Buy |
9,728
+5,830
| +150% | +$366K | 0.16% | 131 |
|
|
2025
Q1 | $233K | Sell |
3,898
-5,096
| -57% | -$305K | 0.09% | 216 |
|
|
2024
Q4 | $487K | Sell |
8,994
-132
| -1% | -$7.14K | 0.17% | 126 |
|
|
2024
Q3 | $417K | Buy |
9,126
+678
| +8% | +$31K | 0.14% | 153 |
|
|
2024
Q2 | $359K | Hold |
8,448
| – | – | 0.11% | 149 |
|
|
2024
Q1 | $329K | Buy |
8,448
+139
| +2% | +$5.42K | 0.1% | 162 |
|
|
2023
Q4 | $289K | Hold |
8,309
| – | – | 0.1% | 158 |
|
|
2023
Q3 | $280K | Hold |
8,309
| – | – | 0.1% | 172 |
|
|
2023
Q2 | $271K | Sell |
8,309
-178
| -2% | -$5.81K | 0.11% | 178 |
|
|
2023
Q1 | $253K | Buy |
8,487
+1,110
| +15% | +$33.1K | 0.1% | 152 |
|
|
2022
Q4 | $243K | Buy |
+7,377
| New | +$243K | 0.08% | 190 |
|
|
2022
Q3 | – | Sell |
-7,607
| Closed | -$237K | – | 267 |
|
|
2022
Q2 | $237K | Buy |
7,607
+570
| +8% | +$17.8K | 0.09% | 193 |
|
|
2022
Q1 | $235K | Buy |
+7,037
| New | +$235K | 0.07% | 234 |
|
|
2021
Q4 | – | Sell |
-8,182
| Closed | -$212K | – | 373 |
|
|
2021
Q3 | $212K | Buy |
+8,182
| New | +$212K | 0.06% | 296 |
|