Mission Wealth Management’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 | $524K | Buy |
8,340
+1,040
| +14% | +$65.3K | 0.01% | 444 |
|
|
2025
Q1 | $436K | Buy |
7,300
+987
| +16% | +$59K | 0.01% | 468 |
|
|
2024
Q4 | $342K | Buy |
6,313
+1,599
| +34% | +$86.5K | 0.01% | 501 |
|
|
2024
Q3 | $215K | Buy |
+4,714
| New | +$215K | 0.01% | 596 |
|
|
2024
Q2 | – | Sell |
-5,347
| Closed | -$208K | – | 673 |
|
|
2024
Q1 | $208K | Buy |
+5,347
| New | +$208K | 0.01% | 602 |
|