NEOS Investment 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 | $7.15M | Buy |
113,836
+23,397
| +26% | +$1.47M | 0.09% | 196 |
|
|
2025
Q1 | $5.4M | Buy |
90,439
+17,535
| +24% | +$1.05M | 0.1% | 189 |
|
|
2024
Q4 | $3.95M | Buy |
72,904
+17,420
| +31% | +$943K | 0.09% | 200 |
|
|
2024
Q3 | $2.53M | Buy |
55,484
+11,368
| +26% | +$519K | 0.08% | 233 |
|
|
2024
Q2 | $1.87M | Buy |
44,116
+13,944
| +46% | +$593K | 0.08% | 225 |
|
|
2024
Q1 | $1.18M | Buy |
30,172
+12,867
| +74% | +$501K | 0.07% | 231 |
|
|
2023
Q4 | $603K | Buy |
17,305
+4,632
| +37% | +$161K | 0.06% | 251 |
|
|
2023
Q3 | $427K | Buy |
+12,673
| New | +$427K | 0.05% | 225 |
|