Concurrent Investment Advisors’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 | $2.53M | Buy |
40,246
+7,464
| +23% | +$469K | 0.05% | 371 |
|
|
2025
Q1 | $1.96M | Buy |
32,782
+2,315
| +8% | +$138K | 0.05% | 367 |
|
|
2024
Q4 | $1.65M | Buy |
30,467
+1,918
| +7% | +$104K | 0.04% | 370 |
|
|
2024
Q3 | $1.3M | Buy |
28,549
+10,374
| +57% | +$474K | 0.04% | 410 |
|
|
2024
Q2 | $772K | Buy |
18,175
+5,448
| +43% | +$232K | 0.03% | 487 |
|
|
2024
Q1 | $496K | Buy |
12,727
+140
| +1% | +$5.46K | 0.02% | 550 |
|
|
2023
Q4 | $438K | Buy |
+12,587
| New | +$438K | 0.02% | 521 |
|