Cyndeo Wealth Partners’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 | $8.98M | Buy |
143,031
+6,102
| +4% | +$383K | 0.53% | 50 |
|
|
2025
Q1 | $8.18M | Sell |
136,929
-13,378
| -9% | -$799K | 0.54% | 53 |
|
|
2024
Q4 | $8.13M | Buy |
150,307
+2,497
| +2% | +$135K | 0.55% | 58 |
|
|
2024
Q3 | $6.75M | Sell |
147,810
-9,935
| -6% | -$454K | 0.47% | 65 |
|
|
2024
Q2 | $6.7M | Buy |
157,745
+2,217
| +1% | +$94.2K | 0.53% | 53 |
|
|
2024
Q1 | $6.06M | Buy |
155,528
+15,978
| +11% | +$623K | 0.5% | 57 |
|
|
2023
Q4 | $4.86M | Buy |
139,550
+11,403
| +9% | +$397K | 0.45% | 71 |
|
|
2023
Q3 | $4.32M | Buy |
128,147
+3,420
| +3% | +$115K | 0.45% | 69 |
|
|
2023
Q2 | $4.07M | Buy |
124,727
+2,415
| +2% | +$78.8K | 0.43% | 74 |
|
|
2023
Q1 | $3.65M | Buy |
122,312
+4,955
| +4% | +$148K | 0.39% | 83 |
|
|
2022
Q4 | $3.86M | Buy |
+117,357
| New | +$3.86M | 0.45% | 74 |
|