Catalyst Financial Partners’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 | $655K | Buy |
10,428
+192
| +2% | +$12.1K | 0.07% | 132 |
|
|
2025
Q1 | $612K | Buy |
10,236
+136
| +1% | +$8.13K | 0.11% | 126 |
|
|
2024
Q4 | $547K | Buy |
10,100
+179
| +2% | +$9.69K | 0.1% | 126 |
|
|
2024
Q3 | $453K | Buy |
9,921
+25
| +0.3% | +$1.14K | 0.09% | 147 |
|
|
2024
Q2 | $421K | Buy |
9,896
+407
| +4% | +$17.3K | 0.09% | 148 |
|
|
2024
Q1 | $358K | Buy |
9,489
+819
| +9% | +$30.9K | 0.09% | 145 |
|
|
2023
Q4 | $302K | Buy |
8,670
+166
| +2% | +$5.78K | 0.09% | 163 |
|
|
2023
Q3 | $287K | Buy |
8,504
+1,026
| +14% | +$34.6K | 0.09% | 160 |
|
|
2023
Q2 | $244K | Buy |
+7,478
| New | +$244K | 0.09% | 165 |
|