AlTi Global’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 | $391K | Buy |
6,235
+1,008
| +19% | +$63.2K | 0.01% | 325 |
|
|
2025
Q1 | $312K | Buy |
+5,227
| New | +$312K | 0.01% | 322 |
|
|
2024
Q4 | – | Sell |
-194,127
| Closed | -$8.86M | – | 433 |
|
|
2024
Q3 | $8.86M | Buy |
194,127
+80,514
| +71% | +$3.68M | 0.21% | 60 |
|
|
2024
Q2 | $4.83M | Sell |
113,613
-59,344
| -34% | -$2.52M | 0.13% | 86 |
|
|
2024
Q1 | $6.74M | Buy |
+172,957
| New | +$6.74M | 0.19% | 72 |
|