Mosaic Family 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 | $359K | Sell |
5,717
-148
| -3% | -$9.3K | 0.05% | 158 |
|
|
2025
Q1 | $351K | Sell |
5,865
-1,134
| -16% | -$67.8K | 0.05% | 154 |
|
|
2024
Q4 | $379K | Sell |
6,999
-163
| -2% | -$8.82K | 0.05% | 144 |
|
|
2024
Q3 | $327K | Buy |
7,162
+170
| +2% | +$7.76K | 0.05% | 156 |
|
|
2024
Q2 | $297K | Buy |
6,992
+4
| +0.1% | +$170 | 0.05% | 152 |
|
|
2024
Q1 | $272K | Buy |
6,988
+4
| +0.1% | +$156 | 0.04% | 173 |
|
|
2023
Q4 | $243K | Buy |
6,984
+5
| +0.1% | +$174 | 0.04% | 168 |
|
|
2023
Q3 | $235K | Buy |
6,979
+4
| +0.1% | +$135 | 0.05% | 162 |
|
|
2023
Q2 | $228K | Buy |
6,975
+3
| +0% | +$98 | 0.04% | 167 |
|
|
2023
Q1 | $208K | Buy |
6,972
+8
| +0.1% | +$239 | 0.04% | 177 |
|
|
2022
Q4 | $229K | Buy |
+6,964
| New | +$229K | 0.06% | 163 |
|