Principal Securities’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 | $2.11M | Buy |
33,526
+1,660
| +5% | +$104K | 0.04% | 395 |
|
|
2025
Q1 | $1.72M | Hold |
31,866
| – | – | 0.04% | 406 |
|
|
2024
Q4 | $1.72M | Sell |
31,866
-13,175
| -29% | -$713K | 0.04% | 405 |
|
|
2024
Q3 | $2.06M | Buy |
45,041
+15,793
| +54% | +$721K | 0.05% | 339 |
|
|
2024
Q2 | $1.24M | Sell |
29,248
-4,521
| -13% | -$192K | 0.03% | 426 |
|
|
2024
Q1 | $1.32M | Sell |
33,769
-606
| -2% | -$23.6K | 0.04% | 383 |
|
|
2023
Q4 | $1.2M | Buy |
+34,375
| New | +$1.2M | 0.04% | 362 |
|