Alaethes Wealth’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 | $3.1M | Buy |
49,340
+7,109
| +17% | +$447K | 0.93% | 27 |
|
|
2025
Q1 | $2.52M | Buy |
42,231
+243
| +0.6% | +$14.5K | 0.92% | 29 |
|
|
2024
Q4 | $2.27M | Buy |
41,988
+295
| +0.7% | +$16K | 0.81% | 36 |
|
|
2024
Q3 | $1.9M | Sell |
41,693
-1,697
| -4% | -$77.5K | 0.7% | 46 |
|
|
2024
Q2 | $1.84M | Buy |
43,390
+598
| +1% | +$25.4K | 0.76% | 39 |
|
|
2024
Q1 | $1.67M | Sell |
42,792
-4,763
| -10% | -$186K | 0.73% | 56 |
|
|
2023
Q4 | $1.66M | Buy |
47,555
+1,459
| +3% | +$50.8K | 0.78% | 45 |
|
|
2023
Q3 | $1.55M | Buy |
46,096
+126
| +0.3% | +$4.25K | 0.85% | 39 |
|
|
2023
Q2 | $1.5M | Buy |
45,970
+1,428
| +3% | +$46.6K | 0.82% | 41 |
|
|
2023
Q1 | $1.33M | Buy |
44,542
+2,539
| +6% | +$75.8K | 0.78% | 50 |
|
|
2022
Q4 | $1.38M | Buy |
+42,003
| New | +$1.38M | 0.95% | 39 |
|