Aspect Partners’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 | $36.6K | Buy |
582
+261
| +81% | +$16.4K | 0.02% | 170 |
|
|
2025
Q1 | $19.2K | Sell |
321
-6
| -2% | -$359 | 0.01% | 197 |
|
|
2024
Q4 | $17.7K | Sell |
327
-2
| -0.6% | -$108 | 0.01% | 213 |
|
|
2024
Q3 | $15K | Hold |
329
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $14K | Hold |
329
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $12.8K | Hold |
329
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $11.5K | Buy |
+329
| New | +$11.5K | 0.01% | 243 |
|