Cooper Financial Group’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 | $459K | Sell |
7,305
-46
| -0.6% | -$2.89K | 0.05% | 249 |
|
|
2025
Q1 | $439K | Buy |
7,351
+627
| +9% | +$37.5K | 0.06% | 254 |
|
|
2024
Q4 | $364K | Buy |
6,724
+941
| +16% | +$50.9K | 0.04% | 277 |
|
|
2024
Q3 | $264K | Sell |
5,783
-2,530
| -30% | -$116K | 0.03% | 325 |
|
|
2024
Q2 | $353K | Sell |
8,313
-536
| -6% | -$22.8K | 0.05% | 269 |
|
|
2024
Q1 | $345K | Sell |
8,849
-339
| -4% | -$13.2K | 0.06% | 267 |
|
|
2023
Q4 | $320K | Sell |
9,188
-350
| -4% | -$12.2K | 0.06% | 265 |
|
|
2023
Q3 | $321K | Sell |
9,538
-3,239
| -25% | -$109K | 0.08% | 253 |
|
|
2023
Q2 | $417K | Sell |
12,777
-2,075
| -14% | -$67.7K | 0.1% | 218 |
|
|
2023
Q1 | $443K | Sell |
14,852
-39
| -0.3% | -$1.17K | 0.12% | 188 |
|
|
2022
Q4 | $490K | Buy |
14,891
+2,379
| +19% | +$78.3K | 0.15% | 150 |
|
|
2022
Q3 | $358K | Sell |
12,512
-489
| -4% | -$14K | 0.13% | 159 |
|
|
2022
Q2 | $406K | Buy |
13,001
+339
| +3% | +$10.6K | 0.15% | 145 |
|
|
2022
Q1 | $423K | Buy |
12,662
+4,706
| +59% | +$157K | 0.16% | 131 |
|
|
2021
Q4 | $207K | Buy |
+7,956
| New | +$207K | 0.08% | 223 |
|