Caitlin John’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,408
| Closed | -$76.2K | – | 791 |
|
|
2024
Q4 | $76.2K | Sell |
1,408
-269
| -16% | -$14.6K | 0.05% | 185 |
|
|
2024
Q3 | $93.2K | Buy |
1,677
+513
| +44% | +$28.5K | 0.06% | 176 |
|
|
2024
Q2 | $49.5K | Buy |
1,164
+2
| +0.2% | +$85 | 0.04% | 244 |
|
|
2024
Q1 | $45.3K | Buy |
1,162
+2
| +0.2% | +$78 | 0.03% | 245 |
|
|
2023
Q4 | $40.4K | Buy |
+1,160
| New | +$40.4K | 0.03% | 247 |
|