Cape Investment Advisory’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 | $1.38K | Hold |
22
| – | – | ﹤0.01% | 997 |
|
|
2025
Q1 | $1.32K | Hold |
22
| – | – | ﹤0.01% | 935 |
|
|
2024
Q4 | $1.19K | Sell |
22
-4,665
| -100% | -$253K | ﹤0.01% | 944 |
|
|
2024
Q3 | $214K | Sell |
4,687
-28
| -0.6% | -$1.28K | 0.09% | 163 |
|
|
2024
Q2 | $200K | Sell |
4,715
-480
| -9% | -$20.4K | 0.09% | 155 |
|
|
2024
Q1 | $202K | Sell |
5,195
-286
| -5% | -$11.1K | 0.09% | 142 |
|
|
2023
Q4 | $191K | Buy |
5,481
+4,404
| +409% | +$153K | 0.09% | 152 |
|
|
2023
Q3 | $36.3K | Sell |
1,077
-4,052
| -79% | -$137K | 0.02% | 346 |
|
|
2023
Q2 | $167K | Buy |
5,129
+281
| +6% | +$9.17K | 0.09% | 147 |
|
|
2023
Q1 | $145K | Buy |
+4,848
| New | +$145K | 0.09% | 157 |
|