Oak Thistle LLC’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,375
| Closed | -$399K | – | 575 |
|
|
2024
Q4 | $399K | Sell |
7,375
-37,159
| -83% | -$2.01M | 0.12% | 287 |
|
|
2024
Q3 | $2.03M | Buy |
+44,534
| New | +$2.03M | 0.66% | 17 |
|
|
2023
Q4 | – | Sell |
-32,527
| Closed | -$1.1M | – | 662 |
|
|
2023
Q3 | $1.1M | Buy |
+32,527
| New | +$1.1M | 0.32% | 103 |
|
|
2022
Q2 | – | Sell |
-20,944
| Closed | -$700K | – | 430 |
|
|
2022
Q1 | $700K | Buy |
20,944
+1,093
| +6% | +$36.5K | 0.37% | 87 |
|
|
2021
Q4 | $517K | Buy |
+19,851
| New | +$517K | 0.4% | 92 |
|