Inscription Capital’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
$654K Sell
10,418
-13,330
-56% -$837K 0.09% 153
2025
Q1
$925K Buy
+23,748
New +$925K 0.15% 110
2024
Q3
$904K Sell
19,807
-1,783
-8% -$81.4K 0.13% 121
2024
Q2
$918K Sell
21,590
-2,158
-9% -$91.7K 0.15% 109
2024
Q1
$925K Buy
+23,748
New +$925K 0.15% 110
2019
Q2
Sell
-7,500
Closed -$215K 231
2019
Q1
$215K Hold
7,500
0.11% 108
2018
Q4
$165K Buy
+7,500
New +$165K 0.09% 140