Legacy Capital Wealth 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 | $853K | Sell |
13,577
-1,486
| -10% | -$93.3K | 0.19% | 106 |
|
|
2025
Q1 | $900K | Sell |
15,063
-1,551
| -9% | -$92.7K | 0.22% | 94 |
|
|
2024
Q4 | $899K | Sell |
16,614
-8,290
| -33% | -$449K | 0.22% | 87 |
|
|
2024
Q3 | $1.14M | Sell |
24,904
-224
| -0.9% | -$10.2K | 0.23% | 93 |
|
|
2024
Q2 | $1.07M | Buy |
+25,128
| New | +$1.07M | 0.27% | 72 |
|
|
2024
Q1 | – | Sell |
-29,371
| Closed | -$1.02M | – | 350 |
|
|
2023
Q4 | $1.02M | Sell |
29,371
-2,313
| -7% | -$80.6K | 0.29% | 74 |
|
|
2023
Q3 | $1.07M | Buy |
+31,684
| New | +$1.07M | 0.29% | 70 |
|
|
2023
Q2 | – | Sell |
-26,442
| Closed | -$790K | – | 244 |
|
|
2023
Q1 | $790K | Buy |
+26,442
| New | +$790K | 0.22% | 98 |
|