Cornerstone Planning 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 | $9.62K | Buy |
163
+38
| +30% | +$2.24K | ﹤0.01% | 568 |
|
|
2025
Q1 | $7.31K | Buy |
125
+45
| +56% | +$2.63K | ﹤0.01% | 636 |
|
|
2024
Q4 | $4.36K | Buy |
80
+6
| +8% | +$327 | ﹤0.01% | 612 |
|
|
2024
Q3 | $3.84K | Buy |
74
+22
| +42% | +$1.14K | ﹤0.01% | 632 |
|
|
2024
Q2 | $2.15K | Buy |
52
+27
| +108% | +$1.11K | ﹤0.01% | 753 |
|
|
2024
Q1 | $967 | Buy |
+25
| New | +$967 | ﹤0.01% | 788 |
|