Courier Capital’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 | $2.99M | Sell |
47,557
-694
| -1% | -$43.6K | 0.18% | 119 |
|
|
2025
Q1 | $2.88M | Sell |
48,251
-236
| -0.5% | -$14.1K | 0.19% | 120 |
|
|
2024
Q4 | $2.62M | Sell |
48,487
-17,650
| -27% | -$955K | 0.18% | 114 |
|
|
2024
Q3 | $3.02M | Buy |
+66,137
| New | +$3.02M | 0.21% | 103 |
|
|
2024
Q2 | – | Sell |
-67,541
| Closed | -$2.63M | – | 366 |
|
|
2024
Q1 | $2.63M | Sell |
67,541
-2,785
| -4% | -$109K | 0.19% | 107 |
|
|
2023
Q4 | $2.45M | Buy |
70,326
+346
| +0.5% | +$12.1K | 0.19% | 113 |
|
|
2023
Q3 | $2.36M | Buy |
69,980
+12,287
| +21% | +$414K | 0.2% | 110 |
|
|
2023
Q2 | $1.88M | Buy |
+57,693
| New | +$1.88M | 0.15% | 133 |
|