Interchange Capital Partners’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 | $371K | Buy |
5,908
+269
| +5% | +$16.9K | 0.09% | 189 |
|
|
2025
Q1 | $337K | Buy |
5,639
+93
| +2% | +$5.56K | 0.09% | 187 |
|
|
2024
Q4 | $300K | Buy |
5,546
+13
| +0.2% | +$703 | 0.11% | 185 |
|
|
2024
Q3 | $253K | Buy |
+5,533
| New | +$253K | 0.09% | 216 |
|
|
2022
Q2 | – | Sell |
-9,936
| Closed | -$331K | – | 174 |
|
|
2022
Q1 | $331K | Sell |
9,936
-5,094
| -34% | -$170K | 0.34% | 103 |
|
|
2021
Q4 | $391K | Buy |
+15,030
| New | +$391K | 0.39% | 85 |
|
|
2021
Q2 | – | Sell |
-9,361
| Closed | -$357K | – | 222 |
|
|
2021
Q1 | $357K | Buy |
9,361
+8,269
| +757% | +$315K | 0.19% | 155 |
|
|
2020
Q4 | $21K | Buy |
+1,092
| New | +$21K | 0.01% | 622 |
|