Bruce G. Allen Investments’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 | $78.2K | Buy |
1,245
+70
| +6% | +$4.4K | 0.06% | 191 |
|
|
2025
Q1 | $70.2K | Sell |
1,175
-129
| -10% | -$7.71K | 0.06% | 190 |
|
|
2024
Q4 | $70.6K | Sell |
1,304
-911
| -41% | -$49.3K | 0.06% | 200 |
|
|
2024
Q3 | $101K | Sell |
2,215
-42
| -2% | -$1.92K | 0.08% | 154 |
|
|
2024
Q2 | $95.9K | Sell |
2,257
-325
| -13% | -$13.8K | 0.08% | 153 |
|
|
2024
Q1 | $101K | Sell |
2,582
-204
| -7% | -$7.95K | 0.08% | 156 |
|
|
2023
Q4 | $97K | Buy |
+2,786
| New | +$97K | 0.09% | 157 |
|