Altshuler Shaham’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
11,628
+3,151
| +37% | +$198K | 0.02% | 87 |
|
|
2025
Q1 | $507K | Buy |
8,477
+5,865
| +225% | +$350K | 0.01% | 81 |
|
|
2024
Q4 | $141K | Buy |
+2,612
| New | +$141K | ﹤0.01% | 103 |
|
|
2024
Q3 | – | Sell |
-503
| Closed | -$21.4K | – | 353 |
|
|
2024
Q2 | $21.4K | Buy |
+503
| New | +$21.4K | ﹤0.01% | 159 |
|
|
2022
Q4 | – | Sell |
-129
| Closed | -$4K | – | 600 |
|
|
2022
Q3 | $4K | Sell |
129
-7
| -5% | -$217 | ﹤0.01% | 442 |
|
|
2022
Q2 | $4K | Sell |
136
-33
| -20% | -$971 | ﹤0.01% | 431 |
|
|
2022
Q1 | $6K | Buy |
+169
| New | +$6K | ﹤0.01% | 495 |
|