NorthStar Asset Management (New Jersey)’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 | $439K | Sell |
6,983
-160
| -2% | -$10.1K | 0.23% | 60 |
|
|
2025
Q1 | $427K | Sell |
7,143
-1,000
| -12% | -$59.8K | 0.27% | 55 |
|
|
2024
Q4 | $441K | Buy |
8,143
+19
| +0.2% | +$1.03K | 0.28% | 54 |
|
|
2024
Q3 | $371K | Buy |
8,124
+42
| +0.5% | +$1.92K | 0.25% | 58 |
|
|
2024
Q2 | $343K | Buy |
8,082
+4
| +0% | +$170 | 0.24% | 58 |
|
|
2024
Q1 | $315K | Sell |
8,078
-469
| -5% | -$18.3K | 0.24% | 58 |
|
|
2023
Q4 | $298K | Buy |
+8,547
| New | +$298K | 0.27% | 60 |
|