L.M. Kohn & Company’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 | $290K | Sell |
4,617
-475
| -9% | -$29.8K | 0.08% | 210 |
|
|
2025
Q1 | $304K | Sell |
5,092
-219
| -4% | -$13.1K | 0.08% | 197 |
|
|
2024
Q4 | $287K | Sell |
5,311
-862
| -14% | -$46.6K | 0.07% | 201 |
|
|
2024
Q3 | $282K | Buy |
6,173
+356
| +6% | +$16.3K | 0.07% | 210 |
|
|
2024
Q2 | $247K | Sell |
5,817
-299
| -5% | -$12.7K | 0.07% | 223 |
|
|
2024
Q1 | $238K | Buy |
6,116
+288
| +5% | +$11.2K | 0.07% | 230 |
|
|
2023
Q4 | $203K | Buy |
+5,828
| New | +$203K | 0.06% | 224 |
|