Foundry Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-270,616
| Closed | -$10.5M | – | 340 |
|
|
2024
Q1 | $10.5M | Buy |
270,616
+8,517
| +3% | +$332K | 0.56% | 46 |
|
|
2023
Q4 | $9.13M | Sell |
262,099
-32,448
| -11% | -$1.13M | 0.55% | 47 |
|
|
2023
Q3 | $9.92M | Sell |
294,547
-3,108
| -1% | -$105K | 0.62% | 42 |
|
|
2023
Q2 | $9.71M | Buy |
+297,655
| New | +$9.71M | 0.59% | 50 |
|