Focus Partners Wealth’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 | $42.1M | Buy |
669,849
+5,920
| +0.9% | +$372K | 0.09% | 211 |
|
|
2025
Q1 | $39.7M | Buy |
663,929
+6,699
| +1% | +$400K | 0.1% | 202 |
|
|
2024
Q4 | $35.6M | Sell |
657,230
-6,433
| -1% | -$348K | 0.09% | 211 |
|
|
2024
Q3 | $30.3M | Buy |
663,663
+642,183
| +2,990% | +$29.3M | 0.1% | 205 |
|
|
2024
Q2 | $912K | Buy |
21,480
+13,917
| +184% | +$591K | ﹤0.01% | 812 |
|
|
2024
Q1 | $295K | Buy |
7,563
+755
| +11% | +$29.4K | ﹤0.01% | 838 |
|
|
2023
Q4 | $237K | Buy |
+6,808
| New | +$237K | ﹤0.01% | 718 |
|