Olistico Wealth’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 | $161K | Sell |
2,558
-495
| -16% | -$31.1K | 0.09% | 104 |
|
|
2025
Q1 | $182K | Buy |
3,053
+484
| +19% | +$28.9K | 0.11% | 105 |
|
|
2024
Q4 | $139K | Sell |
2,569
-40
| -2% | -$2.17K | 0.08% | 113 |
|
|
2024
Q3 | $119K | Sell |
2,609
-316
| -11% | -$14.4K | 0.07% | 115 |
|
|
2024
Q2 | $124K | Buy |
+2,925
| New | +$124K | 0.08% | 116 |
|