CG
Clarus Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
7,381
+9
| +0.1% | +$565 | 0.17% | 60 |
|
|
2025
Q1 | $441K | Sell |
7,372
-362
| -5% | -$21.6K | 0.17% | 59 |
|
|
2024
Q4 | $419K | Buy |
7,734
+9
| +0.1% | +$487 | 0.15% | 64 |
|
|
2024
Q3 | $353K | Sell |
7,725
-181
| -2% | -$8.26K | 0.15% | 72 |
|
|
2024
Q2 | $336K | Buy |
7,906
+12
| +0.2% | +$510 | 0.15% | 79 |
|
|
2024
Q1 | $308K | Sell |
7,894
-92
| -1% | -$3.59K | 0.22% | 80 |
|
|
2023
Q4 | $278K | Sell |
7,986
-1,387
| -15% | -$48.3K | 0.21% | 82 |
|
|
2023
Q3 | $316K | Sell |
9,373
-850
| -8% | -$28.6K | 0.23% | 72 |
|
|
2023
Q2 | $334K | Buy |
10,223
+2,151
| +27% | +$70.2K | 0.24% | 71 |
|
|
2023
Q1 | $241K | Sell |
8,072
-181
| -2% | -$5.4K | 0.23% | 73 |
|
|
2022
Q4 | $272K | Hold |
8,253
| – | – | 0.24% | 72 |
|
|
2022
Q3 | $236K | Buy |
8,253
+300
| +4% | +$8.58K | 0.22% | 77 |
|
|
2022
Q2 | $248K | Sell |
7,953
-1,000
| -11% | -$31.2K | 0.21% | 79 |
|
|
2022
Q1 | $299K | Buy |
8,953
+47
| +0.5% | +$1.57K | 0.2% | 77 |
|
|
2021
Q4 | $239K | Hold |
8,906
| – | – | 0.16% | 92 |
|
|
2021
Q3 | $231K | Sell |
8,906
-873
| -9% | -$22.6K | 0.16% | 96 |
|
|
2021
Q2 | $261K | Hold |
9,779
| – | – | 0.2% | 85 |
|
|
2021
Q1 | $236K | Hold |
9,779
| – | – | 0.2% | 87 |
|
|
2020
Q4 | $223K | Buy |
+9,779
| New | +$223K | 0.19% | 87 |
|