Private Wealth Management 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 | $29.5K | Buy |
469
+240
| +105% | +$15.1K | 0.01% | 234 |
|
|
2025
Q1 | $13.7K | Hold |
229
| – | – | 0.01% | 385 |
|
|
2024
Q4 | $12.4K | Sell |
229
-45
| -16% | -$2.44K | ﹤0.01% | 413 |
|
|
2024
Q3 | $12.5K | Hold |
274
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $11.6K | Hold |
274
| – | – | 0.01% | 406 |
|
|
2024
Q1 | $10.7K | Hold |
274
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $9.54K | Buy |
+274
| New | +$9.54K | ﹤0.01% | 416 |
|