Callan Family Office’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 | $6.2M | Buy |
98,723
+71,021
| +256% | +$4.46M | 0.2% | 126 |
|
|
2025
Q1 | $1.66M | Sell |
27,702
-10,142
| -27% | -$606K | 0.12% | 149 |
|
|
2024
Q4 | $2.05M | Buy |
+37,844
| New | +$2.05M | 0.13% | 146 |
|
|
2023
Q2 | – | Sell |
-13,377
| Closed | -$399K | – | 158 |
|
|
2023
Q1 | $399K | Buy |
+13,377
| New | +$399K | 0.1% | 109 |
|