Golden State Equity Partners’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 | $752K | Sell |
11,972
-763
| -6% | -$47.9K | 0.14% | 179 |
|
|
2025
Q1 | $761K | Buy |
12,735
+697
| +6% | +$41.7K | 0.15% | 171 |
|
|
2024
Q4 | $651K | Buy |
12,038
+9,171
| +320% | +$496K | 0.12% | 189 |
|
|
2024
Q3 | $131K | Sell |
2,867
-14,198
| -83% | -$648K | 0.07% | 244 |
|
|
2024
Q2 | $725K | Buy |
+17,065
| New | +$725K | 0.15% | 151 |
|
|
2023
Q4 | $584K | Sell |
16,754
-3,163
| -16% | -$110K | 0.14% | 164 |
|
|
2023
Q3 | $671K | Buy |
19,917
+1,335
| +7% | +$45K | 0.19% | 135 |
|
|
2023
Q2 | $606K | Buy |
18,582
+8,800
| +90% | +$287K | 0.17% | 147 |
|
|
2023
Q1 | $292K | Buy |
+9,782
| New | +$292K | 0.16% | 151 |
|
|
2022
Q1 | $237K | Buy |
+7,093
| New | +$237K | 0.12% | 168 |
|