Clear Creek Financial 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 | $849K | Buy |
13,510
+48
| +0.4% | +$3.02K | 0.08% | 249 |
|
|
2025
Q1 | $804K | Buy |
13,462
+1,029
| +8% | +$61.5K | 0.08% | 225 |
|
|
2024
Q4 | $673K | Buy |
12,433
+381
| +3% | +$20.6K | 0.07% | 241 |
|
|
2024
Q3 | $550K | Sell |
12,052
-49
| -0.4% | -$2.24K | 0.06% | 252 |
|
|
2024
Q2 | $514K | Sell |
12,101
-1,426
| -11% | -$60.6K | 0.06% | 250 |
|
|
2024
Q1 | $527K | Buy |
13,527
+746
| +6% | +$29.1K | 0.07% | 240 |
|
|
2023
Q4 | $445K | Sell |
12,781
-2,006
| -14% | -$69.9K | 0.07% | 211 |
|
|
2023
Q3 | $498K | Buy |
14,787
+343
| +2% | +$11.6K | 0.09% | 167 |
|
|
2023
Q2 | $471K | Buy |
14,444
+10
| +0.1% | +$326 | 0.08% | 184 |
|
|
2023
Q1 | $431K | Buy |
14,434
+1,783
| +14% | +$53.2K | 0.08% | 179 |
|
|
2022
Q4 | $416K | Buy |
12,651
+5,517
| +77% | +$182K | 0.09% | 168 |
|
|
2022
Q3 | $204K | Sell |
7,134
-3,651
| -34% | -$104K | 0.05% | 258 |
|
|
2022
Q2 | $337K | Buy |
+10,785
| New | +$337K | 0.07% | 199 |
|