Pathstone Holdings’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 | $8.9M | Sell |
141,757
-1,442
| -1% | -$90.6K | 0.04% | 359 |
|
|
2025
Q1 | $8.55M | Buy |
143,199
+5,186
| +4% | +$310K | 0.04% | 385 |
|
|
2024
Q4 | $7.47M | Buy |
138,013
+390
| +0.3% | +$21.1K | 0.03% | 415 |
|
|
2024
Q3 | $6.28M | Sell |
137,623
-15,979
| -10% | -$729K | 0.03% | 480 |
|
|
2024
Q2 | $6.53M | Sell |
153,602
-6,142
| -4% | -$261K | 0.03% | 438 |
|
|
2024
Q1 | $6.23M | Buy |
159,744
+5,800
| +4% | +$226K | 0.03% | 443 |
|
|
2023
Q4 | $5.36M | Buy |
+153,944
| New | +$5.36M | 0.03% | 416 |
|