Proficio Capital Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,426
| Closed | -$404K | – | 435 |
|
|
2025
Q2 | $404K | Buy |
6,426
+314
| +5% | +$18.5K | 0.03% | 280 |
|
|
2025
Q1 | $365K | Buy |
6,112
+77
| +1% | +$4.41K | 0.03% | 260 |
|
|
2024
Q4 | $327K | Buy |
+6,035
| New | +$325K | 0.03% | 252 |
|
|
2024
Q3 | – | Sell |
-5,892
| Closed | -$250K | – | 345 |
|
|
2024
Q2 | $250K | Sell |
5,892
-76
| -1% | -$3.05K | 0.03% | 278 |
|
|
2024
Q1 | $233K | Buy |
+5,968
| New | +$212K | 0.03% | 289 |
|
|
2019
Q3 | – | Sell |
-4,100
| Closed | -$115K | – | 1554 |
|
|
2019
Q2 | $115K | Buy |
4,100
+1,667
| +69% | +$46.3K | 0.04% | 191 |
|
|
2019
Q1 | $70K | Sell |
2,433
-377
| -13% | -$10.1K | 0.03% | 269 |
|
|
2018
Q4 | $62K | Buy |
2,810
+241
| +9% | +$6.03K | 0.03% | 242 |
|
|
2018
Q3 | $70K | Buy |
2,569
+2,309
| +888% | +$67K | 0.03% | 272 |
|
|
2018
Q2 | $7K | Sell |
260
-36
| -12% | -$949 | ﹤0.01% | 925 |
|
|
2018
Q1 | $7K | Sell |
296
-37
| -11% | -$1.09K | ﹤0.01% | 941 |
|
|
2017
Q4 | $10K | Sell |
333
-7,691
| -96% | -$224K | ﹤0.01% | 819 |
|
|
2017
Q3 | $241K | Buy |
8,024
+21
| +0.3% | +$639 | 0.1% | 135 |
|
|
2017
Q2 | $253K | Buy |
8,003
+148
| +2% | +$4.41K | 0.11% | 135 |
|
|
2017
Q1 | $238K | Buy |
7,855
+7,624
| +3,300% | +$220K | 0.1% | 133 |
|
|
2016
Q4 | $7K | Hold |
231
| – | – | ﹤0.01% | 691 |
|
|
2016
Q3 | $7K | Hold |
231
| – | – | ﹤0.01% | 663 |
|
|
2016
Q2 | $5K | Buy |
231
+173
| +298% | +$3.47K | ﹤0.01% | 707 |
|
|
2016
Q1 | $1K | Sell |
58
-46
| -44% | -$791 | ﹤0.01% | 962 |
|
|
2015
Q4 | $3K | Buy |
+104
| New | +$3.63K | ﹤0.01% | 595 |
|
Other funds holding WMB
