Ignite Planners’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 | $919K | Sell |
15,488
-281
| -2% | -$16.7K | 0.16% | 140 |
|
|
2025
Q1 | $927K | Sell |
15,769
-2,156
| -12% | -$127K | 0.18% | 130 |
|
|
2024
Q4 | $1.01M | Sell |
17,925
-663
| -4% | -$37.5K | 0.22% | 100 |
|
|
2024
Q3 | $849K | Sell |
18,588
-435
| -2% | -$19.9K | 0.19% | 108 |
|
|
2024
Q2 | $808K | Sell |
19,023
-539
| -3% | -$22.9K | 0.2% | 105 |
|
|
2024
Q1 | $760K | Sell |
19,562
-3,790
| -16% | -$147K | 0.21% | 105 |
|
|
2023
Q4 | $829K | Sell |
23,352
-3,417
| -13% | -$121K | 0.25% | 105 |
|
|
2023
Q3 | $893K | Buy |
+26,769
| New | +$893K | 0.27% | 93 |
|