3IP
3Chopt Investment Partners’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
67,439
+901
| +1% | +$56.6K | 1.02% | 21 |
|
|
2025
Q1 | $3.98M | Sell |
66,538
-205
| -0.3% | -$12.3K | 1.04% | 19 |
|
|
2024
Q4 | $3.61M | Buy |
66,743
+39
| +0.1% | +$2.11K | 1.24% | 20 |
|
|
2024
Q3 | $3.05M | Buy |
66,704
+399
| +0.6% | +$18.2K | 1.09% | 28 |
|
|
2024
Q2 | $2.82M | Buy |
66,305
+68
| +0.1% | +$2.89K | 0.86% | 28 |
|
|
2024
Q1 | $2.58M | Sell |
66,237
-412
| -0.6% | -$16.1K | 1.06% | 31 |
|
|
2023
Q4 | $2.32M | Sell |
66,649
-485
| -0.7% | -$16.9K | 0.85% | 34 |
|
|
2023
Q3 | $2.26M | Sell |
67,134
-1,674
| -2% | -$56.4K | 1.34% | 26 |
|
|
2023
Q2 | $2.25M | Sell |
68,808
-4,706
| -6% | -$154K | 1.12% | 25 |
|
|
2023
Q1 | $2.2M | Sell |
73,514
-4,362
| -6% | -$130K | 1.17% | 26 |
|
|
2022
Q4 | $2.56M | Buy |
+77,876
| New | +$2.56M | 1.4% | 18 |
|