Beverly Hills Private Wealth’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 | $302K | Sell |
4,812
-229
| -5% | -$14.4K | 0.06% | 263 |
|
|
2025
Q1 | $301K | Sell |
5,041
-120
| -2% | -$7.17K | 0.06% | 264 |
|
|
2024
Q4 | $279K | Sell |
5,161
-644
| -11% | -$34.9K | 0.06% | 267 |
|
|
2024
Q3 | $265K | Sell |
5,805
-2,679
| -32% | -$122K | 0.05% | 285 |
|
|
2024
Q2 | $361K | Sell |
8,484
-885
| -9% | -$37.6K | 0.08% | 243 |
|
|
2024
Q1 | $365K | Sell |
9,369
-442
| -5% | -$17.2K | 0.08% | 247 |
|
|
2023
Q4 | $342K | Buy |
9,811
+105
| +1% | +$3.66K | 0.09% | 231 |
|
|
2023
Q3 | $327K | Buy |
9,706
+1,354
| +16% | +$45.6K | 0.1% | 218 |
|
|
2023
Q2 | $287K | Buy |
+8,352
| New | +$287K | 0.05% | 285 |
|