Joel Isaacson & Co’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 | $202K | Buy |
+3,210
| New | +$202K | 0.01% | 403 |
|
|
2016
Q2 | – | Sell |
-600
| Closed | -$10K | – | 773 |
|
|
2016
Q1 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 575 |
|
|
2015
Q4 | – | Sell |
-412
| Closed | -$15K | – | 800 |
|
|
2015
Q3 | $15K | Hold |
412
| – | – | ﹤0.01% | 529 |
|
|
2015
Q2 | $24K | Buy |
412
+292
| +243% | +$17K | 0.01% | 477 |
|
|
2015
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 603 |
|