Garde 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 | $1.89K | Hold |
30
| – | – | ﹤0.01% | 608 |
|
|
2025
Q1 | $1.79K | Buy |
+30
| New | +$1.79K | ﹤0.01% | 585 |
|
|
2023
Q4 | – | Sell |
-15,130
| Closed | -$510K | – | 291 |
|
|
2023
Q3 | $510K | Buy |
15,130
+30
| +0.2% | +$1.01K | 0.04% | 124 |
|
|
2023
Q2 | $493K | Buy |
+15,100
| New | +$493K | 0.04% | 140 |
|