Carr 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 | $229K | Buy |
+3,650
| New | +$229K | 0.07% | 170 |
|
|
2024
Q4 | – | Sell |
-7,134
| Closed | -$326K | – | 199 |
|
|
2024
Q3 | $326K | Buy |
7,134
+14
| +0.2% | +$639 | 0.1% | 149 |
|
|
2024
Q2 | $303K | Sell |
7,120
-952
| -12% | -$40.5K | 0.1% | 149 |
|
|
2024
Q1 | $315K | Sell |
8,072
-1,468
| -15% | -$57.2K | 0.1% | 140 |
|
|
2023
Q4 | $332K | Sell |
9,540
-115
| -1% | -$4.01K | 0.12% | 122 |
|
|
2023
Q3 | $348K | Sell |
9,655
-557
| -5% | -$20.1K | 0.14% | 110 |
|
|
2023
Q2 | $333K | Sell |
10,212
-12,309
| -55% | -$402K | 0.13% | 122 |
|
|
2023
Q1 | $672K | Sell |
22,521
-3,002
| -12% | -$89.6K | 0.3% | 64 |
|
|
2022
Q4 | $840K | Buy |
+25,523
| New | +$840K | 0.44% | 46 |
|