Cornerstone Advisors’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 | $1.17M | Sell |
18,700
-1,000
| -5% | -$62.8K | 0.04% | 210 |
|
|
2025
Q1 | $1.18M | Hold |
19,700
| – | – | 0.05% | 206 |
|
|
2024
Q4 | $1.07M | Hold |
19,700
| – | – | 0.04% | 210 |
|
|
2024
Q3 | $899K | Hold |
19,700
| – | – | 0.04% | 238 |
|
|
2024
Q2 | $837K | Sell |
19,700
-3,100
| -14% | -$132K | 0.03% | 254 |
|
|
2024
Q1 | $889K | Buy |
22,800
+2,600
| +13% | +$101K | 0.04% | 276 |
|
|
2023
Q4 | $704K | Sell |
20,200
-3,600
| -15% | -$125K | 0.03% | 276 |
|
|
2023
Q3 | $802K | Buy |
23,800
+8,800
| +59% | +$296K | 0.04% | 269 |
|
|
2023
Q2 | $489K | Buy |
+15,000
| New | +$489K | 0.02% | 240 |
|
|
2017
Q3 | – | Sell |
-10,000
| Closed | -$303K | – | 279 |
|
|
2017
Q2 | $303K | Hold |
10,000
| – | – | 0.06% | 217 |
|
|
2017
Q1 | $296K | Hold |
10,000
| – | – | 0.05% | 204 |
|
|
2016
Q4 | $311K | Buy |
+10,000
| New | +$311K | 0.06% | 208 |
|