Brown, Lisle/Cummings’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 | $24.5K | Hold |
390
| – | – | 0.01% | 404 |
|
|
2025
Q1 | $23.3K | Buy |
390
+25
| +7% | +$1.49K | 0.01% | 400 |
|
|
2024
Q4 | $19.8K | Hold |
365
| – | – | 0.01% | 421 |
|
|
2024
Q3 | $16.7K | Hold |
365
| – | – | 0.01% | 411 |
|
|
2024
Q2 | $15.5K | Hold |
365
| – | – | 0.01% | 410 |
|
|
2024
Q1 | $14.2K | Hold |
365
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $12.7K | Hold |
365
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $12.3K | Hold |
365
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $11.9K | Buy |
+365
| New | +$11.9K | 0.01% | 402 |
|