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 |
|