Acropolis 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 | – | Sell |
-2,631
| Closed | -$157K | – | 303 |
|
|
2025
Q1 | $157K | Buy |
2,631
+17
| +0.7% | +$1.02K | 0.01% | 250 |
|
|
2024
Q4 | $141K | Hold |
2,614
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $119K | Sell |
2,614
-2
| -0.1% | -$91 | 0.01% | 280 |
|
|
2024
Q2 | $111K | Hold |
2,616
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $102K | Buy |
+2,616
| New | +$102K | 0.01% | 281 |
|