Del-Sette Capital 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 | $3.47M | Buy |
55,209
+9,551
| +21% | +$600K | 2.41% | 13 |
|
|
2025
Q1 | $2.73M | Buy |
45,658
+4,773
| +12% | +$285K | 2.14% | 17 |
|
|
2024
Q4 | $2.21M | Sell |
40,885
-10,898
| -21% | -$590K | 1.8% | 16 |
|
|
2024
Q3 | $2.36M | Sell |
51,783
-475
| -0.9% | -$21.7K | 1.85% | 18 |
|
|
2024
Q2 | $2.22M | Sell |
52,258
-58,503
| -53% | -$2.49M | 1.82% | 18 |
|
|
2024
Q1 | $4.32M | Buy |
+110,761
| New | +$4.32M | 3.55% | 9 |
|