Birch Capital Management’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 | $755K | Hold |
12,020
| – | – | 0.39% | 44 |
|
|
2025
Q1 | $718K | Buy |
12,020
+94
| +0.8% | +$5.62K | 0.37% | 43 |
|
|
2024
Q4 | $645K | Hold |
11,926
| – | – | 0.32% | 46 |
|
|
2024
Q3 | $544K | Hold |
11,926
| – | – | 0.27% | 49 |
|
|
2024
Q2 | $507K | Buy |
+11,926
| New | +$507K | 0.26% | 50 |
|
|
2020
Q2 | – | Sell |
-1,103
| Closed | -$16K | – | 101 |
|
|
2020
Q1 | $16K | Buy |
+1,103
| New | +$16K | 0.02% | 81 |
|