Catalina Capital 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 | $241K | Sell |
3,833
-304
| -7% | -$19.1K | 0.16% | 115 |
|
|
2025
Q1 | $247K | Sell |
4,137
-4,763
| -54% | -$285K | 0.16% | 130 |
|
|
2024
Q4 | $482K | Buy |
8,900
+459
| +5% | +$24.8K | 0.16% | 128 |
|
|
2024
Q3 | $385K | Buy |
8,441
+906
| +12% | +$41.4K | 0.13% | 158 |
|
|
2024
Q2 | $320K | Buy |
7,535
+572
| +8% | +$24.3K | 0.12% | 171 |
|
|
2024
Q1 | $271K | Buy |
+6,963
| New | +$271K | 0.11% | 192 |
|