Premier Path 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 | $1.18M | Buy |
18,735
+1,124
| +6% | +$70.6K | 0.16% | 152 |
|
|
2025
Q1 | $1.05M | Buy |
17,611
+103
| +0.6% | +$6.16K | 0.16% | 154 |
|
|
2024
Q4 | $948K | Buy |
17,508
+159
| +0.9% | +$8.61K | 0.14% | 159 |
|
|
2024
Q3 | $792K | Buy |
17,349
+3
| +0% | +$137 | 0.12% | 176 |
|
|
2024
Q2 | $737K | Buy |
17,346
+2
| +0% | +$85 | 0.13% | 174 |
|
|
2024
Q1 | $676K | Buy |
17,344
+244
| +1% | +$9.51K | 0.13% | 169 |
|
|
2023
Q4 | $587K | Buy |
+17,100
| New | +$587K | 0.13% | 168 |
|