Consolidated Planning Corp’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 | $7.18M | Buy |
114,320
+1,749
| +2% | +$110K | 0.9% | 35 |
|
|
2025
Q1 | $6.73M | Buy |
112,571
+7,236
| +7% | +$432K | 0.93% | 32 |
|
|
2024
Q4 | $5.7M | Buy |
105,335
+1,691
| +2% | +$91.5K | 0.78% | 42 |
|
|
2024
Q3 | $4.73M | Buy |
103,644
+8,344
| +9% | +$381K | 0.7% | 51 |
|
|
2024
Q2 | $4.05M | Buy |
+95,300
| New | +$4.05M | 0.67% | 50 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | – | – | 457 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 500 |
|