Envestnet Portfolio Solutions’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
79,105
-4,085
| -5% | -$257K | 0.02% | 363 |
|
|
2025
Q1 | $4.97M | Buy |
83,190
+7,600
| +10% | +$454K | 0.02% | 363 |
|
|
2024
Q4 | $4.09M | Sell |
75,590
-11,363
| -13% | -$615K | 0.01% | 446 |
|
|
2024
Q3 | $3.97M | Sell |
86,953
-29,175
| -25% | -$1.33M | 0.01% | 452 |
|
|
2024
Q2 | $4.94M | Sell |
116,128
-20,973
| -15% | -$891K | 0.02% | 372 |
|
|
2024
Q1 | $5.34M | Sell |
137,101
-12,331
| -8% | -$481K | 0.02% | 358 |
|
|
2023
Q4 | $5.2M | Buy |
149,432
+4,130
| +3% | +$144K | 0.02% | 318 |
|
|
2023
Q3 | $4.9M | Buy |
+145,302
| New | +$4.9M | 0.02% | 312 |
|