Calton & Associates’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 | $564K | Sell |
8,976
-2,095
| -19% | -$132K | 0.1% | 190 |
|
|
2025
Q1 | $662K | Buy |
+11,071
| New | +$662K | 0.15% | 129 |
|
|
2024
Q4 | – | Sell |
-8,519
| Closed | -$389K | – | 288 |
|
|
2024
Q3 | $389K | Buy |
+8,519
| New | +$389K | 0.15% | 141 |
|
|
2023
Q4 | – | Sell |
-9,525
| Closed | -$321K | – | 289 |
|
|
2023
Q3 | $321K | Buy |
+9,525
| New | +$321K | 0.47% | 54 |
|
|
2018
Q1 | – | Sell |
-120
| Closed | -$3K | – | 1279 |
|
|
2017
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1354 |
|