Madden Securities’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
$443K Sell
7,050
-54,470
-89% -$3.42M 0.15% 83
2025
Q1
$3.68M Sell
61,520
-13,375
-18% -$799K 1.43% 20
2024
Q4
$4.05M Sell
74,895
-1,050
-1% -$56.8K 1.62% 18
2024
Q3
$3.47M Hold
75,945
1.49% 20
2024
Q2
$3.23M Sell
75,945
-400
-0.5% -$17K 1.43% 20
2024
Q1
$2.98M Buy
+76,345
New +$2.98M 1.37% 23