NorthRock 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 | $942K | Buy |
15,002
+5,186
| +53% | +$326K | 0.02% | 256 |
|
|
2025
Q1 | $587K | Buy |
9,816
+387
| +4% | +$23.1K | 0.02% | 309 |
|
|
2024
Q4 | $510K | Buy |
9,429
+267
| +3% | +$14.5K | 0.02% | 349 |
|
|
2024
Q3 | $418K | Buy |
9,162
+393
| +4% | +$17.9K | 0.01% | 405 |
|
|
2024
Q2 | $373K | Buy |
8,769
+592
| +7% | +$25.2K | 0.01% | 414 |
|
|
2024
Q1 | $319K | Buy |
8,177
+376
| +5% | +$14.7K | 0.01% | 464 |
|
|
2023
Q4 | $272K | Buy |
+7,801
| New | +$272K | 0.01% | 475 |
|