Caldwell Sutter Capital’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $688K | Sell |
|
|||||
|
2025
Q2 | $727K | Sell |
|
|||||
|
2025
Q1 | $714K | Sell |
|
|||||
|
2024
Q4 | $708K | Sell |
|
|||||
|
2024
Q3 | $617K | Sell |
|
|||||
|
2024
Q2 | $596K | Sell |
|
|||||
|
2024
Q1 | $555K | Sell |
|
|||||
|
2023
Q4 | $506K | Sell |
|
|||||
|
2023
Q3 | $507K | Buy |
|
|||||
|
2023
Q2 | $478K | Buy |
|
|||||
|
2023
Q1 | $220K | Buy |
|