FORA Capital’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 | $401K | Sell |
6,384
-8,548
| -57% | -$537K | 0.04% | 358 |
|
|
2025
Q1 | $892K | Buy |
14,932
+7,896
| +112% | +$472K | 0.09% | 247 |
|
|
2024
Q4 | $381K | Buy |
+7,036
| New | +$381K | 0.04% | 295 |
|
|
2022
Q3 | – | Sell |
-8,960
| Closed | -$280K | – | 600 |
|
|
2022
Q2 | $280K | Buy |
+8,960
| New | +$280K | 0.06% | 347 |
|
|
2021
Q3 | – | Sell |
-13,552
| Closed | -$360K | – | 881 |
|
|
2021
Q2 | $360K | Buy |
+13,552
| New | +$360K | 0.07% | 326 |
|
|
2020
Q1 | – | Sell |
-23,133
| Closed | -$549K | – | 1381 |
|
|
2019
Q4 | $549K | Buy |
+23,133
| New | +$549K | 0.06% | 369 |
|