Frank Rimerman Advisors’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 | $1.38M | Sell |
22,018
-703
| -3% | -$44.2K | 0.09% | 165 |
|
|
2025
Q1 | $1.36M | Buy |
22,721
+283
| +1% | +$16.9K | 0.11% | 158 |
|
|
2024
Q4 | $1.21M | Buy |
22,438
+395
| +2% | +$21.4K | 0.09% | 169 |
|
|
2024
Q3 | $1.01M | Buy |
22,043
+5,120
| +30% | +$234K | 0.07% | 219 |
|
|
2024
Q2 | $719K | Buy |
16,923
+16,827
| +17,528% | +$715K | 0.05% | 270 |
|
|
2024
Q1 | $3.74K | Hold |
96
| – | – | ﹤0.01% | 228 |
|
|
2023
Q4 | $3.34K | Buy |
+96
| New | +$3.34K | ﹤0.01% | 227 |
|