Graypoint LLC’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 | $902K | Buy |
14,357
+655
| +5% | +$41.1K | 0.05% | 230 |
|
|
2025
Q1 | $819K | Sell |
13,702
-1,079
| -7% | -$64.5K | 0.05% | 232 |
|
|
2024
Q4 | $800K | Buy |
14,781
+284
| +2% | +$15.4K | 0.05% | 222 |
|
|
2024
Q3 | $662K | Buy |
14,497
+924
| +7% | +$42.2K | 0.04% | 247 |
|
|
2024
Q2 | $577K | Buy |
13,573
+1,756
| +15% | +$74.6K | 0.04% | 251 |
|
|
2024
Q1 | $461K | Sell |
11,817
-446
| -4% | -$17.4K | 0.03% | 296 |
|
|
2023
Q4 | $427K | Buy |
12,263
+307
| +3% | +$10.7K | 0.03% | 284 |
|
|
2023
Q3 | $403K | Buy |
11,956
+1,581
| +15% | +$53.3K | 0.04% | 277 |
|
|
2023
Q2 | $339K | Buy |
10,375
+3,029
| +41% | +$98.8K | 0.03% | 282 |
|
|
2023
Q1 | $219K | Sell |
7,346
-2,399
| -25% | -$71.6K | 0.02% | 333 |
|
|
2022
Q4 | $321K | Buy |
9,745
+2,017
| +26% | +$66.4K | 0.04% | 262 |
|
|
2022
Q3 | $221K | Buy |
+7,728
| New | +$221K | 0.03% | 297 |
|