Prime Capital Investment Advisors’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 | $829K | Sell |
13,195
-27,831
| -68% | -$1.75M | 0.01% | 506 |
|
|
2025
Q1 | $2.45M | Buy |
41,026
+28,814
| +236% | +$1.72M | 0.03% | 327 |
|
|
2024
Q4 | $661K | Buy |
12,212
+383
| +3% | +$20.7K | 0.01% | 508 |
|
|
2024
Q3 | $540K | Buy |
11,829
+764
| +7% | +$34.9K | 0.01% | 570 |
|
|
2024
Q2 | $470K | Sell |
11,065
-99
| -0.9% | -$4.21K | 0.01% | 590 |
|
|
2024
Q1 | $435K | Buy |
11,164
+339
| +3% | +$13.2K | 0.01% | 657 |
|
|
2023
Q4 | $377K | Sell |
10,825
-1,708
| -14% | -$59.5K | 0.01% | 663 |
|
|
2023
Q3 | $422K | Buy |
12,533
+1,028
| +9% | +$34.6K | 0.01% | 498 |
|
|
2023
Q2 | $375K | Buy |
+11,505
| New | +$375K | 0.01% | 542 |
|
|
2019
Q3 | – | Sell |
-1,064
| Closed | -$30K | – | 631 |
|
|
2019
Q2 | $30K | Buy |
+1,064
| New | +$30K | 0.01% | 268 |
|