CVA Family Office’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 | $125K | Sell |
1,995
-94
| -4% | -$5.9K | 0.02% | 368 |
|
|
2025
Q1 | $125K | Buy |
2,089
+259
| +14% | +$15.5K | 0.02% | 363 |
|
|
2024
Q4 | $99K | Buy |
1,830
+252
| +16% | +$13.6K | 0.02% | 388 |
|
|
2024
Q3 | $72K | Buy |
1,578
+249
| +19% | +$11.4K | 0.01% | 439 |
|
|
2024
Q2 | $56.5K | Buy |
1,329
+20
| +2% | +$850 | 0.01% | 468 |
|
|
2024
Q1 | $51K | Sell |
1,309
-186
| -12% | -$7.25K | 0.01% | 495 |
|
|
2023
Q4 | $52.1K | Buy |
+1,495
| New | +$52.1K | 0.01% | 463 |
|
|
2023
Q3 | – | Sell |
-1,590
| Closed | -$51.9K | – | 957 |
|
|
2023
Q2 | $51.9K | Sell |
1,590
-80
| -5% | -$2.61K | 0.01% | 441 |
|
|
2023
Q1 | $49.9K | Buy |
1,670
+430
| +35% | +$12.8K | 0.01% | 445 |
|
|
2022
Q4 | $40.8K | Sell |
1,240
-170
| -12% | -$5.59K | 0.01% | 457 |
|
|
2022
Q3 | $40K | Buy |
1,410
+145
| +11% | +$4.11K | 0.01% | 419 |
|
|
2022
Q2 | $39K | Hold |
1,265
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $42K | Hold |
1,265
| – | – | 0.01% | 435 |
|
|
2021
Q4 | $33K | Buy |
+1,265
| New | +$33K | 0.01% | 436 |
|
|
2021
Q3 | – | Sell |
-1,070
| Closed | -$28K | – | 888 |
|
|
2021
Q2 | $28K | Sell |
1,070
-10
| -0.9% | -$262 | 0.01% | 457 |
|
|
2021
Q1 | $26K | Buy |
+1,080
| New | +$26K | 0.01% | 361 |
|