Westfield Capital Management’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 | $11.1M | Buy |
177,318
+254
| +0.1% | +$16K | 0.05% | 187 |
|
|
2025
Q1 | $10.6M | Sell |
177,064
-8,318
| -4% | -$497K | 0.05% | 184 |
|
|
2024
Q4 | $10M | Sell |
185,382
-6,405
| -3% | -$347K | 0.04% | 189 |
|
|
2024
Q3 | $8.76M | Buy |
191,787
+3,254
| +2% | +$149K | 0.04% | 201 |
|
|
2024
Q2 | $8.01M | Buy |
188,533
+165,203
| +708% | +$7.02M | 0.04% | 202 |
|
|
2024
Q1 | $909K | Hold |
23,330
| – | – | ﹤0.01% | 234 |
|
|
2023
Q4 | $813K | Hold |
23,330
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $786K | Hold |
23,330
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $761K | Hold |
23,330
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $697K | Hold |
23,330
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $768K | Hold |
23,330
| – | – | 0.01% | 207 |
|
|
2022
Q3 | $668K | Hold |
23,330
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $728K | Hold |
23,330
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $779K | Hold |
23,330
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $608K | Hold |
23,330
| – | – | ﹤0.01% | 235 |
|
|
2021
Q3 | $605K | Hold |
23,330
| – | – | ﹤0.01% | 226 |
|
|
2021
Q2 | $619K | Hold |
23,330
| – | – | ﹤0.01% | 229 |
|
|
2021
Q1 | $553K | Buy |
+23,330
| New | +$553K | ﹤0.01% | 235 |
|