Everstar Asset 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
$230K Sell
3,657
-231
-6% -$14.5K 0.14% 162
2025
Q1
$232K Sell
3,888
-1,530
-28% -$91.4K 0.15% 154
2024
Q4
$293K Sell
5,418
-1,182
-18% -$64K 0.21% 129
2024
Q3
$301K Buy
+6,600
New +$301K 0.21% 133