Dakota Wealth Management’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 | $4.97M | Buy |
79,171
+59,338
| +299% | +$3.73M | 0.1% | 159 |
|
|
2025
Q1 | $1.19M | Sell |
19,833
-997
| -5% | -$59.6K | 0.03% | 347 |
|
|
2024
Q4 | $1.13M | Sell |
20,830
-4,570
| -18% | -$247K | 0.03% | 335 |
|
|
2024
Q3 | $1.16M | Sell |
25,400
-1,041
| -4% | -$47.5K | 0.03% | 342 |
|
|
2024
Q2 | $1.12M | Sell |
26,441
-207
| -0.8% | -$8.8K | 0.03% | 343 |
|
|
2024
Q1 | $1.04M | Buy |
+26,648
| New | +$1.04M | 0.03% | 360 |
|