InceptionR’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 |
-30,670
| Closed | -$1.83M | – | 874 |
|
|
2025
Q1 | $1.83M | Buy |
30,670
+2,067
| +7% | +$124K | 0.55% | 3 |
|
|
2024
Q4 | $1.55M | Buy |
+28,603
| New | +$1.55M | 0.35% | 68 |
|
|
2023
Q3 | – | Sell |
-7,399
| Closed | -$241K | – | 596 |
|
|
2023
Q2 | $241K | Sell |
7,399
-13,129
| -64% | -$428K | 0.13% | 321 |
|
|
2023
Q1 | $613K | Buy |
20,528
+10,796
| +111% | +$322K | 0.2% | 197 |
|
|
2022
Q4 | $320K | Buy |
+9,732
| New | +$320K | 0.17% | 269 |
|