Precedent Wealth Partners’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 | $588K | Buy |
9,366
+691
| +8% | +$43.4K | 0.14% | 118 |
|
|
2025
Q1 | $518K | Sell |
8,675
-200
| -2% | -$12K | 0.14% | 119 |
|
|
2024
Q4 | $480K | Sell |
8,875
-394
| -4% | -$21.3K | 0.16% | 118 |
|
|
2024
Q3 | $423K | Buy |
9,269
+729
| +9% | +$33.3K | 0.14% | 112 |
|
|
2024
Q2 | $363K | Sell |
8,540
-1,146
| -12% | -$48.7K | 0.15% | 112 |
|
|
2024
Q1 | $377K | Sell |
9,686
-380
| -4% | -$14.8K | 0.16% | 110 |
|
|
2023
Q4 | $351K | Buy |
+10,066
| New | +$351K | 0.18% | 102 |
|