Insigneo Advisory Services’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 | $451K | Sell |
7,174
-1,023
| -12% | -$64.3K | 0.04% | 364 |
|
|
2025
Q1 | $490K | Buy |
8,197
+945
| +13% | +$56.5K | 0.05% | 314 |
|
|
2024
Q4 | $392K | Sell |
7,252
-4,182
| -37% | -$226K | 0.04% | 349 |
|
|
2024
Q3 | $522K | Sell |
11,434
-745
| -6% | -$34K | 0.05% | 308 |
|
|
2024
Q2 | $502K | Buy |
12,179
+215
| +2% | +$8.87K | 0.06% | 293 |
|
|
2024
Q1 | $466K | Buy |
11,964
+1,749
| +17% | +$68.2K | 0.06% | 277 |
|
|
2023
Q4 | $356K | Sell |
10,215
-261
| -2% | -$9.09K | 0.05% | 299 |
|
|
2023
Q3 | $353K | Buy |
10,476
+298
| +3% | +$10K | 0.07% | 249 |
|
|
2023
Q2 | $332K | Buy |
+10,178
| New | +$332K | 0.06% | 269 |
|