Eight 31 Financial’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
$266K Sell
4,236
-1,284
-23% -$80.7K 0.18% 50
2025
Q1
$330K Sell
5,520
-1,477
-21% -$88.3K 0.21% 51
2024
Q4
$379K Sell
6,997
-908
-11% -$49.1K 0.28% 47
2024
Q3
$361K Sell
7,905
-143
-2% -$6.53K 0.28% 48
2024
Q2
$342K Sell
8,048
-10,535
-57% -$448K 0.26% 51
2024
Q1
$724K Sell
18,583
-5,393
-22% -$210K 0.45% 46
2023
Q4
$835K Buy
+23,976
New +$835K 0.51% 43