Portside Wealth Group’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 | $1.24M | Sell |
19,739
-1,946
| -9% | -$122K | 0.18% | 123 |
|
|
2025
Q1 | $1.3M | Buy |
21,685
+528
| +2% | +$31.6K | 0.21% | 109 |
|
|
2024
Q4 | $1.15M | Sell |
21,157
-3,702
| -15% | -$200K | 0.19% | 120 |
|
|
2024
Q3 | $1.13M | Sell |
24,859
-3,947
| -14% | -$180K | 0.19% | 122 |
|
|
2024
Q2 | $1.22M | Sell |
28,806
-1,375
| -5% | -$58.4K | 0.23% | 105 |
|
|
2024
Q1 | $1.18M | Buy |
30,181
+1,394
| +5% | +$54.3K | 0.22% | 114 |
|
|
2023
Q4 | $1M | Sell |
28,787
-4,142
| -13% | -$144K | 0.19% | 124 |
|
|
2023
Q3 | $1.11M | Buy |
32,929
+240
| +0.7% | +$8.09K | 0.21% | 110 |
|
|
2023
Q2 | $1.07M | Buy |
+32,689
| New | +$1.07M | 0.2% | 116 |
|