BlackDiamond Wealth 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 | $490K | Buy |
8,346
+249
| +3% | +$14.6K | 0.28% | 66 |
|
|
2025
Q1 | $467K | Sell |
8,097
-4,914
| -38% | -$283K | 0.32% | 59 |
|
|
2024
Q4 | $704K | Sell |
13,011
-1,623
| -11% | -$87.8K | 0.41% | 53 |
|
|
2024
Q3 | $830K | Sell |
14,634
-3,259
| -18% | -$185K | 0.5% | 50 |
|
|
2024
Q2 | $785K | Buy |
17,893
+1,569
| +10% | +$68.8K | 0.52% | 51 |
|
|
2024
Q1 | $636K | Buy |
+16,324
| New | +$636K | 0.45% | 55 |
|