Corient Private Wealth’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 | $59.8M | Buy |
952,101
+421,004
| +79% | +$26.4M | 0.06% | 230 |
|
|
2025
Q1 | $31.7M | Sell |
531,097
-31,263
| -6% | -$1.87M | 0.05% | 303 |
|
|
2024
Q4 | $30.1M | Sell |
562,360
-26,750
| -5% | -$1.43M | 0.05% | 311 |
|
|
2024
Q3 | $26.9M | Sell |
589,110
-11,953
| -2% | -$546K | 0.04% | 353 |
|
|
2024
Q2 | $25.5M | Buy |
601,063
+55,843
| +10% | +$2.37M | 0.04% | 343 |
|
|
2024
Q1 | $21.2M | Buy |
545,220
+2,555
| +0.5% | +$99.6K | 0.04% | 377 |
|
|
2023
Q4 | $18.9M | Sell |
542,665
-14,384
| -3% | -$501K | 0.03% | 395 |
|
|
2023
Q3 | $18.8M | Buy |
557,049
+21,634
| +4% | +$729K | 0.04% | 359 |
|
|
2023
Q2 | $17.5M | Buy |
535,415
+47,766
| +10% | +$1.56M | 0.04% | 372 |
|
|
2023
Q1 | $14.6M | Buy |
487,649
+37,990
| +8% | +$1.13M | 0.04% | 367 |
|
|
2022
Q4 | $14.8M | Buy |
+449,659
| New | +$14.8M | 0.05% | 305 |
|