Personal CFO Solutions’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 | $354K | Buy |
5,635
+505
| +10% | +$31.7K | 0.07% | 287 |
|
|
2025
Q1 | $307K | Sell |
5,130
-559
| -10% | -$33.4K | 0.06% | 310 |
|
|
2024
Q4 | $308K | Sell |
5,689
-3
| -0.1% | -$162 | 0.06% | 313 |
|
|
2024
Q3 | $260K | Sell |
5,692
-94
| -2% | -$4.29K | 0.04% | 464 |
|
|
2024
Q2 | $246K | Buy |
5,786
+249
| +4% | +$10.6K | 0.04% | 443 |
|
|
2024
Q1 | $216K | Buy |
+5,537
| New | +$216K | 0.03% | 503 |
|
|
2021
Q4 | – | Sell |
-10,213
| Closed | -$265K | – | 521 |
|
|
2021
Q3 | $265K | Sell |
10,213
-238
| -2% | -$6.18K | 0.05% | 337 |
|
|
2021
Q2 | $277K | Buy |
10,451
+938
| +10% | +$24.9K | 0.06% | 313 |
|
|
2021
Q1 | $225K | Buy |
+9,513
| New | +$225K | 0.05% | 351 |
|