WGAM
Wilkinson Global Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
5,350
| – | – | 0.02% | 56 |
|
|
2025
Q1 | $320K | Hold |
5,350
| – | – | 0.02% | 63 |
|
|
2024
Q4 | $290K | Sell |
5,350
-1,650
| -24% | -$89.3K | 0.02% | 71 |
|
|
2024
Q3 | $320K | Hold |
7,000
| – | – | 0.02% | 69 |
|
|
2024
Q2 | $298K | Sell |
7,000
-650
| -8% | -$27.6K | 0.02% | 70 |
|
|
2024
Q1 | $298K | Hold |
7,650
| – | – | 0.02% | 75 |
|
|
2023
Q4 | $266K | Hold |
7,650
| – | – | 0.02% | 77 |
|
|
2023
Q3 | $258K | Hold |
7,650
| – | – | 0.02% | 81 |
|
|
2023
Q2 | $250K | Hold |
7,650
| – | – | 0.02% | 83 |
|
|
2023
Q1 | $228K | Hold |
7,650
| – | – | 0.02% | 87 |
|
|
2022
Q4 | $252K | Hold |
7,650
| – | – | 0.02% | 79 |
|
|
2022
Q3 | $219K | Hold |
7,650
| – | – | 0.02% | 87 |
|
|
2022
Q2 | $239K | Sell |
7,650
-350
| -4% | -$10.9K | 0.02% | 76 |
|
|
2022
Q1 | $267K | Hold |
8,000
| – | – | 0.02% | 80 |
|
|
2021
Q4 | $208K | Sell |
8,000
-1,000
| -11% | -$26K | 0.01% | 90 |
|
|
2021
Q3 | $233K | Hold |
9,000
| – | – | 0.01% | 88 |
|
|
2021
Q2 | $239K | Sell |
9,000
-1,000
| -10% | -$26.6K | 0.01% | 84 |
|
|
2021
Q1 | $237K | Buy |
+10,000
| New | +$237K | 0.02% | 82 |
|