Capstone Triton 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
$776K Buy
+12,352
New +$776K 0.56% 64
2024
Q4
$249K Buy
+4,603
New +$249K 0.16% 95
2021
Q1
Sell
-3,048
Closed -$61K 322
2020
Q4
$61K Buy
+3,048
New +$61K 0.04% 179