CoreCap Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
21,830
+6,544
| +43% | +$411K | 0.06% | 282 |
|
|
2025
Q1 | $913K | Sell |
15,286
-1,895
| -11% | -$113K | 0.04% | 349 |
|
|
2024
Q4 | $930K | Buy |
17,181
+3,000
| +21% | +$162K | 0.04% | 343 |
|
|
2024
Q3 | $647K | Buy |
+14,181
| New | +$647K | 0.03% | 410 |
|
|
2024
Q2 | – | Sell |
-2,454
| Closed | -$95.6K | – | 2619 |
|
|
2024
Q1 | $95.6K | Buy |
+2,454
| New | +$95.6K | 0.01% | 858 |
|
|
2022
Q4 | $427K | Sell |
12,982
-2,381
| -15% | -$78.3K | 0.03% | 384 |
|
|
2022
Q3 | $440K | Buy |
15,363
+10,313
| +204% | +$295K | 0.04% | 337 |
|
|
2022
Q2 | $158K | Buy |
+5,050
| New | +$158K | 0.01% | 573 |
|
|
2022
Q1 | – | Sell |
-2,232
| Closed | -$58K | – | 2109 |
|
|
2021
Q4 | $58K | Buy |
+2,232
| New | +$58K | ﹤0.01% | 948 |
|