Global Financial Private Client’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 | – | Sell |
-1,502
| Closed | -$89.8K | – | 1606 |
|
|
2025
Q1 | $89.8K | Buy |
1,502
+67
| +5% | +$4K | 0.03% | 274 |
|
|
2024
Q4 | $77.7K | Buy |
1,435
+30
| +2% | +$1.62K | 0.03% | 287 |
|
|
2024
Q3 | $64.1K | Buy |
1,405
+1,231
| +707% | +$56.2K | 0.03% | 305 |
|
|
2024
Q2 | $7.4K | Hold |
174
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $6.76K | Buy |
+174
| New | +$6.76K | ﹤0.01% | 492 |
|