D.J. St. Germain’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 | $59.9K | Buy |
953
+166
| +21% | +$10.4K | ﹤0.01% | 442 |
|
|
2025
Q1 | $47K | Buy |
787
+258
| +49% | +$15.4K | ﹤0.01% | 409 |
|
|
2024
Q4 | $28.6K | Sell |
529
-35
| -6% | -$1.89K | ﹤0.01% | 483 |
|
|
2024
Q3 | $25.7K | Sell |
564
-187
| -25% | -$8.54K | ﹤0.01% | 453 |
|
|
2024
Q2 | $31.9K | Hold |
751
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $29.3K | Sell |
751
-535
| -42% | -$20.8K | ﹤0.01% | 439 |
|
|
2023
Q4 | $44.8K | Buy |
+1,286
| New | +$44.8K | ﹤0.01% | 399 |
|