Choreo LLC’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 | $1.63M | Sell |
25,938
-9,086
| -26% | -$571K | 0.02% | 424 |
|
|
2025
Q1 | $2.09M | Sell |
35,024
-6,960
| -17% | -$416K | 0.03% | 325 |
|
|
2024
Q4 | $2.27M | Sell |
41,984
-7,369
| -15% | -$399K | 0.03% | 323 |
|
|
2024
Q3 | $2.29M | Buy |
49,353
+7,033
| +17% | +$326K | 0.03% | 321 |
|
|
2024
Q2 | $1.79M | Buy |
+42,320
| New | +$1.79M | 0.03% | 348 |
|
|
2023
Q3 | – | Sell |
-11,052
| Closed | -$361K | – | 486 |
|
|
2023
Q2 | $361K | Buy |
11,052
+18
| +0.2% | +$587 | 0.01% | 354 |
|
|
2023
Q1 | $329K | Buy |
+11,034
| New | +$329K | 0.01% | 371 |
|