Fidelis Capital Partners’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 | $1.7M | Buy |
28,974
+299
| +1% | +$17.5K | 0.15% | 114 |
|
|
2025
Q1 | $1.69M | Sell |
28,675
-49
| -0.2% | -$2.89K | 0.18% | 101 |
|
|
2024
Q4 | $1.61M | Buy |
28,724
+2,099
| +8% | +$118K | 0.16% | 114 |
|
|
2024
Q3 | $1.39M | Buy |
26,625
+388
| +1% | +$20.3K | 0.17% | 114 |
|
|
2024
Q2 | $1.13M | Buy |
26,237
+632
| +2% | +$27.2K | 0.16% | 113 |
|
|
2024
Q1 | $998K | Buy |
25,605
+656
| +3% | +$25.6K | 0.15% | 129 |
|
|
2023
Q4 | $869K | Buy |
24,949
+742
| +3% | +$25.8K | 0.19% | 109 |
|
|
2023
Q3 | $816K | Sell |
24,207
-508
| -2% | -$17.1K | 0.28% | 76 |
|
|
2023
Q2 | $806K | Buy |
24,715
+713
| +3% | +$23.3K | 0.29% | 80 |
|
|
2023
Q1 | $724K | Buy |
+24,002
| New | +$724K | 0.31% | 80 |
|