Prossimo Advisors’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
$1.54M Buy
24,466
+254
+1% +$16K 1.23% 16
2025
Q1
$1.45M Sell
24,212
-200
-0.8% -$12K 1.09% 20
2024
Q4
$1.32M Buy
24,412
+47
+0.2% +$2.54K 0.96% 23
2024
Q3
$1.11M Buy
24,365
+895
+4% +$40.8K 0.81% 30
2024
Q2
$997K Buy
+23,470
New +$997K 0.9% 28
2023
Q3
Sell
-24,615
Closed -$803K 123
2023
Q2
$803K Buy
+24,615
New +$803K 0.77% 35