Westside Investment 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 | $11.5K | Hold |
183
| – | – | ﹤0.01% | 892 |
|
|
2025
Q1 | $10.9K | Hold |
183
| – | – | ﹤0.01% | 669 |
|
|
2024
Q4 | $9.9K | Hold |
183
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $8.35K | Hold |
183
| – | – | ﹤0.01% | 711 |
|
|
2024
Q2 | $7.78K | Hold |
183
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $7.13K | Hold |
183
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $6.37K | Hold |
183
| – | – | ﹤0.01% | 667 |
|
|
2023
Q3 | $6.17K | Hold |
183
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $5.97K | Hold |
183
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $5.46K | Hold |
183
| – | – | ﹤0.01% | 684 |
|
|
2022
Q4 | $6 | Hold |
183
| – | – | ﹤0.01% | 689 |
|
|
2022
Q3 | $5 | Hold |
183
| – | – | ﹤0.01% | 691 |
|
|
2022
Q2 | $5 | Sell |
183
-227
| -55% | -$6 | ﹤0.01% | 696 |
|
|
2022
Q1 | $13 | Hold |
410
| – | – | ﹤0.01% | 587 |
|
|
2021
Q4 | $10 | Hold |
410
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $10 | Hold |
410
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $10 | Hold |
410
| – | – | ﹤0.01% | 579 |
|
|
2021
Q1 | $9 | Hold |
410
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $8 | Buy |
410
+227
| +124% | +$4 | ﹤0.01% | 519 |
|
|
2020
Q3 | $3 | Sell |
183
-158
| -46% | -$3 | ﹤0.01% | 602 |
|
|
2020
Q2 | $6 | Hold |
341
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $4 | Buy |
+341
| New | +$4 | ﹤0.01% | 563 |
|
|
2019
Q2 | $9 | Buy |
+341
| New | +$9 | ﹤0.01% | 492 |
|
|
2018
Q4 | $7.52K | Hold |
341
| – | – | ﹤0.01% | 516 |
|
|
2018
Q3 | $9.43K | Buy |
341
+158
| +86% | +$4.37K | ﹤0.01% | 505 |
|
|
2018
Q2 | $4.89K | Hold |
183
| – | – | ﹤0.01% | 683 |
|
|
2018
Q1 | $4.49K | Hold |
183
| – | – | ﹤0.01% | 676 |
|
|
2017
Q4 | $5.96K | Hold |
183
| – | – | ﹤0.01% | 658 |
|
|
2017
Q3 | $5.5K | Hold |
183
| – | – | ﹤0.01% | 657 |
|
|
2017
Q2 | $5.57K | Buy |
+183
| New | +$5.57K | ﹤0.01% | 646 |
|