Caldwell Sutter Capital’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 | $727K | Sell |
11,572
-383
| -3% | -$24.1K | 0.33% | 83 |
|
|
2025
Q1 | $714K | Sell |
11,955
-1,128
| -9% | -$67.4K | 0.34% | 80 |
|
|
2024
Q4 | $708K | Sell |
13,083
-434
| -3% | -$23.5K | 0.33% | 82 |
|
|
2024
Q3 | $617K | Sell |
13,517
-510
| -4% | -$23.3K | 0.29% | 94 |
|
|
2024
Q2 | $596K | Sell |
14,027
-212
| -1% | -$9.01K | 0.3% | 95 |
|
|
2024
Q1 | $555K | Sell |
14,239
-296
| -2% | -$11.5K | 0.27% | 101 |
|
|
2023
Q4 | $506K | Sell |
14,535
-507
| -3% | -$17.7K | 0.26% | 103 |
|
|
2023
Q3 | $507K | Buy |
15,042
+381
| +3% | +$12.8K | 0.28% | 96 |
|
|
2023
Q2 | $478K | Buy |
14,661
+7,289
| +99% | +$238K | 0.25% | 100 |
|
|
2023
Q1 | $220K | Buy |
+7,372
| New | +$220K | 0.16% | 113 |
|