Proficio Capital 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 | $404K | Buy |
6,426
+314
| +5% | +$19.7K | 0.03% | 280 |
|
|
2025
Q1 | $365K | Buy |
6,112
+77
| +1% | +$4.6K | 0.03% | 260 |
|
|
2024
Q4 | $327K | Buy |
+6,035
| New | +$327K | 0.03% | 252 |
|
|
2024
Q3 | – | Sell |
-5,892
| Closed | -$250K | – | 345 |
|
|
2024
Q2 | $250K | Sell |
5,892
-76
| -1% | -$3.23K | 0.03% | 278 |
|
|
2024
Q1 | $233K | Buy |
+5,968
| New | +$233K | 0.03% | 289 |
|
|
2019
Q3 | – | Sell |
-4,100
| Closed | -$115K | – | 1553 |
|
|
2019
Q2 | $115K | Buy |
4,100
+1,667
| +69% | +$46.8K | 0.04% | 191 |
|
|
2019
Q1 | $70K | Sell |
2,433
-377
| -13% | -$10.8K | 0.03% | 269 |
|
|
2018
Q4 | $62K | Buy |
2,810
+241
| +9% | +$5.32K | 0.03% | 241 |
|
|
2018
Q3 | $70K | Buy |
2,569
+2,309
| +888% | +$62.9K | 0.02% | 269 |
|
|
2018
Q2 | $7K | Sell |
260
-36
| -12% | -$969 | ﹤0.01% | 923 |
|
|
2018
Q1 | $7K | Sell |
296
-37
| -11% | -$875 | ﹤0.01% | 939 |
|
|
2017
Q4 | $10K | Sell |
333
-7,691
| -96% | -$231K | ﹤0.01% | 818 |
|
|
2017
Q3 | $241K | Buy |
8,024
+21
| +0.3% | +$631 | 0.1% | 135 |
|
|
2017
Q2 | $253K | Buy |
8,003
+148
| +2% | +$4.68K | 0.11% | 135 |
|
|
2017
Q1 | $238K | Buy |
7,855
+7,624
| +3,300% | +$231K | 0.1% | 133 |
|
|
2016
Q4 | $7K | Hold |
231
| – | – | ﹤0.01% | 690 |
|
|
2016
Q3 | $7K | Hold |
231
| – | – | ﹤0.01% | 661 |
|
|
2016
Q2 | $5K | Buy |
231
+173
| +298% | +$3.75K | ﹤0.01% | 707 |
|
|
2016
Q1 | $1K | Sell |
58
-46
| -44% | -$793 | ﹤0.01% | 962 |
|
|
2015
Q4 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 594 |
|