Everhart Financial Group’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 | $1.09M | Buy |
17,340
+1,949
| +13% | +$122K | 0.13% | 112 |
|
|
2025
Q1 | $920K | Buy |
15,391
+786
| +5% | +$47K | 0.13% | 120 |
|
|
2024
Q4 | $790K | Buy |
14,605
+635
| +5% | +$34.4K | 0.16% | 129 |
|
|
2024
Q3 | $638K | Buy |
13,970
+2,293
| +20% | +$105K | 0.14% | 161 |
|
|
2024
Q2 | $496K | Buy |
11,677
+3,300
| +39% | +$140K | 0.13% | 162 |
|
|
2024
Q1 | $326K | Buy |
8,377
+153
| +2% | +$5.96K | 0.1% | 205 |
|
|
2023
Q4 | $286K | Buy |
8,224
+1,690
| +26% | +$58.9K | 0.1% | 187 |
|
|
2023
Q3 | $220K | Buy |
+6,534
| New | +$220K | 0.09% | 190 |
|
|
2022
Q3 | – | Sell |
-6,968
| Closed | -$217K | – | 218 |
|
|
2022
Q2 | $217K | Buy |
+6,968
| New | +$217K | 0.13% | 164 |
|