Westover Capital Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
|
|||||
|
2025
Q1 | $610K | Hold |
|
|||||
|
2024
Q4 | $552K | Hold |
|
|||||
|
2024
Q3 | $466K | Hold |
|
|||||
|
2024
Q2 | $434K | Hold |
|
|||||
|
2024
Q1 | $397K | Hold |
|
|||||
|
2023
Q4 | $355K | Hold |
|
|||||
|
2023
Q3 | $344K | Hold |
|
|||||
|
2023
Q2 | $333K | Hold |
|
|||||
|
2023
Q1 | $305K | Hold |
|
|||||
|
2022
Q4 | $336K | Hold |
|
|||||
|
2022
Q3 | $292K | Hold |
|
|||||
|
2022
Q2 | $318K | Hold |
|
|||||
|
2022
Q1 | $341K | Hold |
|
|||||
|
2021
Q4 | $266K | Hold |
|
|||||
|
2021
Q3 | $265K | Hold |
|
|||||
|
2021
Q2 | $271K | Hold |
|
|||||
|
2021
Q1 | $242K | Hold |
|
|||||
|
2020
Q4 | $205K | Buy |
|