Brighton Jones LLC’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 | $1.43M | Buy |
22,845
+8,586
| +60% | +$539K | 0.04% | 245 |
|
|
2025
Q1 | $852K | Buy |
14,259
+579
| +4% | +$34.6K | 0.03% | 289 |
|
|
2024
Q4 | $740K | Buy |
13,680
+3,969
| +41% | +$215K | 0.02% | 311 |
|
|
2024
Q3 | $443K | Sell |
9,711
-484
| -5% | -$22.1K | 0.02% | 343 |
|
|
2024
Q2 | $433K | Buy |
10,195
+182
| +2% | +$7.74K | 0.01% | 381 |
|
|
2024
Q1 | $390K | Sell |
10,013
-107
| -1% | -$4.17K | 0.01% | 403 |
|
|
2023
Q4 | $352K | Buy |
10,120
+147
| +1% | +$5.12K | 0.01% | 408 |
|
|
2023
Q3 | $336K | Buy |
9,973
+2,525
| +34% | +$85.1K | 0.02% | 376 |
|
|
2023
Q2 | $243K | Buy |
+7,448
| New | +$243K | 0.01% | 453 |
|