Keel Point’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 | $841K | Buy |
13,395
+632
| +5% | +$39.7K | 0.06% | 205 |
|
|
2025
Q1 | $763K | Buy |
12,763
+1,628
| +15% | +$97.3K | 0.06% | 178 |
|
|
2024
Q4 | $603K | Buy |
11,135
+608
| +6% | +$32.9K | 0.05% | 201 |
|
|
2024
Q3 | $481K | Buy |
10,527
+279
| +3% | +$12.7K | 0.04% | 247 |
|
|
2024
Q2 | $442K | Buy |
+10,248
| New | +$442K | 0.04% | 255 |
|
|
2023
Q3 | – | Sell |
-8,501
| Closed | -$277K | – | 330 |
|
|
2023
Q2 | $277K | Buy |
8,501
+1,471
| +21% | +$48K | 0.04% | 257 |
|
|
2023
Q1 | $210K | Buy |
7,030
+692
| +11% | +$20.7K | 0.03% | 287 |
|
|
2022
Q4 | $209K | Buy |
+6,338
| New | +$209K | 0.03% | 274 |
|