Cambridge Financial Group’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 | $6.57M | Sell |
104,536
-40,382
| -28% | -$2.54M | 3.31% | 13 |
|
|
2025
Q1 | $8.66M | Sell |
144,918
-17,145
| -11% | -$1.02M | 3.76% | 8 |
|
|
2024
Q4 | $8.77M | Buy |
+162,063
| New | +$8.77M | 3.62% | 9 |
|
|
2024
Q2 | $7.3M | Sell |
171,717
-4,880
| -3% | -$207K | 3.28% | 13 |
|
|
2024
Q1 | $6.88M | Sell |
176,597
-1,065
| -0.6% | -$41.5K | 3.05% | 21 |
|
|
2023
Q4 | $6.19M | Buy |
177,662
+11,637
| +7% | +$405K | 3.09% | 21 |
|
|
2023
Q3 | $5.59M | Buy |
+166,025
| New | +$5.59M | 3.05% | 20 |
|
|
2022
Q4 | $5.26M | Sell |
159,982
-31,535
| -16% | -$1.04M | 2.94% | 20 |
|
|
2022
Q3 | $5.48M | Buy |
+191,517
| New | +$5.48M | 3.3% | 19 |
|