Bleakley Financial Group’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 | $4.79M | Buy |
76,337
+7,535
| +11% | +$473K | 0.12% | 156 |
|
|
2025
Q1 | $4.11M | Buy |
68,802
+2,259
| +3% | +$135K | 0.13% | 147 |
|
|
2024
Q4 | $3.6M | Sell |
66,543
-238
| -0.4% | -$12.9K | 0.11% | 160 |
|
|
2024
Q3 | $3.05M | Sell |
66,781
-122,044
| -65% | -$5.57M | 0.09% | 183 |
|
|
2024
Q2 | $8.03M | Sell |
188,825
-1,927
| -1% | -$81.9K | 0.23% | 80 |
|
|
2024
Q1 | $7.43M | Buy |
190,752
+2,071
| +1% | +$80.7K | 0.22% | 86 |
|
|
2023
Q4 | $6.57M | Sell |
188,681
-5,818
| -3% | -$203K | 0.21% | 91 |
|
|
2023
Q3 | $6.55M | Buy |
194,499
+763
| +0.4% | +$25.7K | 0.23% | 84 |
|
|
2023
Q2 | $6.32M | Buy |
193,736
+13,939
| +8% | +$455K | 0.2% | 93 |
|
|
2023
Q1 | $5.37M | Buy |
179,797
+3,871
| +2% | +$116K | 0.18% | 102 |
|
|
2022
Q4 | $5.79M | Buy |
+175,926
| New | +$5.79M | 0.21% | 100 |
|