CD
Chapin Davis’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
10,955
+170
| +2% | +$10.7K | 0.19% | 111 |
|
|
2025
Q1 | $645K | Sell |
10,785
-1,720
| -14% | -$103K | 0.22% | 98 |
|
|
2024
Q4 | $571K | Hold |
12,505
| – | – | 0.19% | 119 |
|
|
2024
Q3 | $571K | Sell |
12,505
-1,000
| -7% | -$45.7K | 0.18% | 120 |
|
|
2024
Q2 | $574K | Hold |
13,505
| – | – | 0.2% | 116 |
|
|
2024
Q1 | $526K | Hold |
13,505
| – | – | 0.19% | 122 |
|
|
2023
Q4 | $470K | Sell |
13,505
-100
| -0.7% | -$3.48K | 0.2% | 122 |
|
|
2023
Q3 | $458K | Buy |
+13,605
| New | +$458K | 0.22% | 112 |
|