Prosperity Consulting Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
32,013
-474
| -1% | -$29.8K | 0.15% | 144 |
|
|
2025
Q1 | $1.94M | Buy |
32,487
+6,290
| +24% | +$376K | 0.15% | 147 |
|
|
2024
Q4 | $1.42M | Buy |
26,197
+475
| +2% | +$25.7K | 0.11% | 188 |
|
|
2024
Q3 | $1.17M | Buy |
+25,722
| New | +$1.17M | 0.09% | 211 |
|
|
2024
Q2 | – | Sell |
-6,363
| Closed | -$248K | – | 337 |
|
|
2024
Q1 | $248K | Buy |
+6,363
| New | +$248K | 0.03% | 296 |
|