Little House Capital’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 | $2.66M | Buy |
42,321
+469
| +1% | +$29.5K | 0.67% | 41 |
|
|
2025
Q1 | $2.5M | Sell |
41,852
-4,555
| -10% | -$272K | 0.69% | 42 |
|
|
2024
Q4 | $2.51M | Buy |
46,407
+606
| +1% | +$32.8K | 0.72% | 39 |
|
|
2024
Q3 | $2.09M | Buy |
45,801
+12,159
| +36% | +$555K | 0.6% | 48 |
|
|
2024
Q2 | $1.43M | Buy |
33,642
+7,051
| +27% | +$300K | 0.45% | 55 |
|
|
2024
Q1 | $1.04M | Buy |
+26,591
| New | +$1.04M | 0.34% | 73 |
|
|
2020
Q4 | – | Sell |
-26,942
| Closed | -$529K | – | 115 |
|
|
2020
Q3 | $529K | Buy |
26,942
+2,234
| +9% | +$43.9K | 0.44% | 63 |
|
|
2020
Q2 | $469K | Buy |
+24,708
| New | +$469K | 0.43% | 61 |
|