Certuity’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 | $230K | Buy |
3,659
+41
| +1% | +$2.58K | 0.02% | 362 |
|
|
2025
Q1 | $216K | Sell |
3,618
-1,023
| -22% | -$61.1K | 0.02% | 358 |
|
|
2024
Q4 | $251K | Sell |
4,641
-380
| -8% | -$20.6K | 0.03% | 292 |
|
|
2024
Q3 | $229K | Sell |
5,021
-511
| -9% | -$23.3K | 0.02% | 311 |
|
|
2024
Q2 | $235K | Buy |
5,532
+156
| +3% | +$6.63K | 0.02% | 303 |
|
|
2024
Q1 | $210K | Sell |
5,376
-577
| -10% | -$22.5K | 0.02% | 301 |
|
|
2023
Q4 | $207K | Buy |
+5,953
| New | +$207K | 0.02% | 314 |
|
|
2022
Q2 | – | Sell |
-18,606
| Closed | -$622K | – | 300 |
|
|
2022
Q1 | $622K | Buy |
18,606
+1,595
| +9% | +$53.3K | 0.13% | 110 |
|
|
2021
Q4 | $443K | Sell |
17,011
-72
| -0.4% | -$1.88K | 0.1% | 146 |
|
|
2021
Q3 | $443K | Buy |
17,083
+942
| +6% | +$24.4K | 0.09% | 178 |
|
|
2021
Q2 | $429K | Buy |
16,141
+3,239
| +25% | +$86.1K | 0.1% | 154 |
|
|
2021
Q1 | $306K | Buy |
+12,902
| New | +$306K | 0.08% | 196 |
|