Curi RMB 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 | $1.54M | Buy |
24,586
+18,096
| +279% | +$1.14M | 0.03% | 357 |
|
|
2025
Q1 | $388K | Sell |
6,490
-7,386
| -53% | -$441K | 0.01% | 406 |
|
|
2024
Q4 | $751K | Sell |
13,876
-450
| -3% | -$24.4K | 0.02% | 366 |
|
|
2024
Q3 | $654K | Buy |
14,326
+144
| +1% | +$6.57K | 0.01% | 392 |
|
|
2024
Q2 | $603K | Sell |
14,182
-5,882
| -29% | -$250K | 0.01% | 392 |
|
|
2024
Q1 | $782K | Buy |
20,064
+6,381
| +47% | +$249K | 0.02% | 377 |
|
|
2023
Q4 | $477K | Sell |
13,683
-203
| -1% | -$7.07K | 0.01% | 389 |
|
|
2023
Q3 | $468K | Buy |
13,886
+8
| +0.1% | +$270 | 0.02% | 379 |
|
|
2023
Q2 | $453K | Buy |
13,878
+2,259
| +19% | +$73.7K | 0.01% | 389 |
|
|
2023
Q1 | $347K | Hold |
11,619
| – | – | 0.01% | 408 |
|
|
2022
Q4 | $382K | Sell |
11,619
-638
| -5% | -$21K | 0.01% | 389 |
|
|
2022
Q3 | $351K | Buy |
12,257
+240
| +2% | +$6.87K | 0.01% | 392 |
|
|
2022
Q2 | $375K | Buy |
12,017
+349
| +3% | +$10.9K | 0.01% | 389 |
|
|
2022
Q1 | $390K | Sell |
11,668
-2,830
| -20% | -$94.6K | 0.01% | 361 |
|
|
2021
Q4 | $378K | Buy |
14,498
+5,660
| +64% | +$148K | 0.01% | 379 |
|
|
2021
Q3 | $229K | Hold |
8,838
| – | – | 0.01% | 426 |
|
|
2021
Q2 | $235K | Sell |
8,838
-4,246
| -32% | -$113K | 0.01% | 438 |
|
|
2021
Q1 | $310K | Sell |
13,084
-55
| -0.4% | -$1.3K | 0.01% | 395 |
|
|
2020
Q4 | $263K | Sell |
13,139
-13,404
| -50% | -$268K | 0.01% | 522 |
|
|
2020
Q3 | $522K | Buy |
26,543
+5,094
| +24% | +$100K | 0.02% | 410 |
|
|
2020
Q2 | $408K | Sell |
21,449
-2,900
| -12% | -$55.2K | 0.02% | 434 |
|
|
2020
Q1 | $345K | Sell |
24,349
-14,522
| -37% | -$206K | 0.02% | 461 |
|
|
2019
Q4 | $922K | Buy |
38,871
+3,400
| +10% | +$80.6K | 0.03% | 356 |
|
|
2019
Q3 | $853K | Sell |
35,471
-744
| -2% | -$17.9K | 0.02% | 387 |
|
|
2019
Q2 | $1.02M | Sell |
36,215
-12,985
| -26% | -$364K | 0.03% | 380 |
|
|
2019
Q1 | $1.41M | Sell |
49,200
-5,810
| -11% | -$167K | 0.04% | 369 |
|
|
2018
Q4 | $1.21M | Sell |
55,010
-237
| -0.4% | -$5.23K | 0.03% | 430 |
|
|
2018
Q3 | $1.5M | Buy |
55,247
+41,963
| +316% | +$1.14M | 0.04% | 411 |
|
|
2018
Q2 | $360K | Sell |
13,284
-1,476
| -10% | -$40K | 0.01% | 656 |
|
|
2018
Q1 | $367K | Sell |
14,760
-14,713
| -50% | -$366K | 0.01% | 653 |
|
|
2017
Q4 | $899K | Sell |
29,473
-2,289
| -7% | -$69.8K | 0.02% | 474 |
|
|
2017
Q3 | $953K | Sell |
31,762
-581
| -2% | -$17.4K | 0.02% | 407 |
|
|
2017
Q2 | $979K | Sell |
32,343
-57
| -0.2% | -$1.73K | 0.03% | 423 |
|
|
2017
Q1 | $959K | Buy |
32,400
+400
| +1% | +$11.8K | 0.04% | 273 |
|
|
2016
Q4 | $996K | Sell |
32,000
-88,000
| -73% | -$2.74M | 0.05% | 226 |
|
|
2016
Q3 | $3.69M | Buy |
+120,000
| New | +$3.69M | 0.2% | 110 |
|