Coppell Advisory Solutions’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 | $326K | Buy |
5,199
+637
| +14% | +$39.9K | 0.04% | 289 |
|
|
2025
Q1 | $272K | Buy |
4,562
+3,766
| +473% | +$225K | 0.04% | 276 |
|
|
2024
Q4 | $43.1K | Buy |
796
+26
| +3% | +$1.41K | 0.01% | 632 |
|
|
2024
Q3 | $34.8K | Hold |
770
| – | – | 0.01% | 671 |
|
|
2024
Q2 | $32.7K | Buy |
+770
| New | +$32.7K | 0.01% | 612 |
|
|
2023
Q4 | $90.2K | Buy |
2,589
+2,483
| +2,342% | +$86.5K | 0.02% | 380 |
|
|
2023
Q3 | $3.49K | Sell |
106
-352
| -77% | -$11.6K | ﹤0.01% | 779 |
|
|
2023
Q2 | $14.9K | Buy |
+458
| New | +$14.9K | ﹤0.01% | 618 |
|
|
2023
Q1 | – | Sell |
-106
| Closed | -$3.49K | – | 1088 |
|
|
2022
Q4 | $3.49K | Buy |
+106
| New | +$3.49K | ﹤0.01% | 782 |
|