Alpha Family Trust’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 | $359K | Hold |
5,715
| – | – | 0.18% | 108 |
|
|
2025
Q1 | $342K | Hold |
5,715
| – | – | 0.2% | 100 |
|
|
2024
Q4 | $309K | Hold |
5,715
| – | – | 0.17% | 101 |
|
|
2024
Q3 | $261K | Hold |
5,715
| – | – | 0.15% | 124 |
|
|
2024
Q2 | $243K | Hold |
5,715
| – | – | 0.14% | 123 |
|
|
2024
Q1 | $223K | Buy |
+5,715
| New | +$223K | 0.13% | 133 |
|