Wright Investors Service’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-22,599	Closed	-$787K	–	162
2023 Q4	$787K	Sell	22,599 -12,591	-36%	-$442K	0.22%	106
2023 Q3	$1.19M	Sell	35,190 -1,685	-5%	-$57.5K	0.34%	84
2023 Q2	$1.2M	Sell	36,875 -2,419	-6%	-$72.6K	0.34%	88
2023 Q1	$1.17M	Buy	39,294 +14	+0%	+$432	0.33%	89
2022 Q4	$1.29M	Hold	39,280	–	–	0.37%	89
2022 Q3	$1.13M	Buy	+39,280	New	+$1.28M	0.35%	89
2021 Q2	–	Sell	-32,076	Closed	-$760K	–	155
2021 Q1	$760K	Buy	+32,076	New	+$729K	0.23%	113
2017 Q4	–	Sell	-15,185	Closed	-$455K	–	231
2017 Q3	$455K	Hold	15,185	–	–	0.17%	147
2017 Q2	$460K	Buy	15,185 +865	+6%	+$25.8K	0.17%	154
2017 Q1	$424K	Buy	14,320 +1,205	+9%	+$34.8K	0.17%	163
2016 Q4	$408K	Buy	+13,115	New	+$395K	0.18%	166