NBC 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
$858K Buy
13,665
+660
+5% +$41.4K 0.07% 307
2025
Q1
$777K Buy
13,005
+12,992
+99,938% +$776K 0.07% 308
2024
Q4
$715 Sell
13
-16,359
-100% -$900K 0.07% 327
2024
Q3
$747K Sell
16,372
-1,179
-7% -$53.8K 0.06% 329
2024
Q2
$745K Sell
17,551
-3,319
-16% -$141K 0.07% 312
2024
Q1
$813K Sell
20,870
-121
-0.6% -$4.71K 0.08% 294
2023
Q4
$731K Sell
20,991
-606
-3% -$21.1K 0.07% 288
2023
Q3
$727K Buy
+21,597
New +$727K 0.08% 267