AlphaCore Capital’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 | $538K | Sell |
8,570
-430
| -5% | -$27K | 0.02% | 354 |
|
|
2025
Q1 | $538K | Buy |
9,000
+4,482
| +99% | +$268K | 0.05% | 249 |
|
|
2024
Q4 | $245K | Buy |
+4,518
| New | +$245K | 0.05% | 185 |
|
|
2024
Q3 | – | Sell |
-6,274
| Closed | -$267K | – | 225 |
|
|
2024
Q2 | $267K | Buy |
6,274
+88
| +1% | +$3.74K | 0.06% | 163 |
|
|
2024
Q1 | $241K | Buy |
6,186
+200
| +3% | +$7.79K | 0.06% | 135 |
|
|
2023
Q4 | $208K | Buy |
+5,986
| New | +$208K | 0.03% | 212 |
|