Madison Park Capital Advisors’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 | $776K | Hold |
12,359
| – | – | 0.65% | 29 |
|
|
2025
Q1 | $739K | Buy |
12,359
+59
| +0.5% | +$3.53K | 0.65% | 30 |
|
|
2024
Q4 | $666K | Hold |
12,300
| – | – | 0.53% | 35 |
|
|
2024
Q3 | $561K | Hold |
12,300
| – | – | 0.42% | 36 |
|
|
2024
Q2 | $523K | Hold |
12,300
| – | – | 0.44% | 35 |
|
|
2024
Q1 | $479K | Hold |
12,300
| – | – | 0.42% | 35 |
|
|
2023
Q4 | $428K | Buy |
+12,300
| New | +$428K | 0.41% | 36 |
|