Colonial River Investments’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,219
Closed -$445K 265
2024
Q4
$445K Buy
8,219
+568
+7% +$30.7K 0.22% 106
2024
Q3
$349K Buy
+7,651
New +$349K 0.17% 131