Catalyst Funds Management’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 | $886K | Buy |
14,100
+10,020
| +246% | +$629K | 0.24% | 120 |
|
|
2025
Q1 | $244K | Sell |
4,080
-820
| -17% | -$49K | 0.06% | 303 |
|
|
2024
Q4 | $265K | Sell |
4,900
-700
| -13% | -$37.9K | 0.06% | 226 |
|
|
2024
Q3 | $256K | Buy |
+5,600
| New | +$256K | 0.06% | 227 |
|
|
2024
Q2 | – | Sell |
-21,600
| Closed | -$842K | – | 1650 |
|
|
2024
Q1 | $842K | Buy |
+21,600
| New | +$842K | 0.24% | 96 |
|