Quotient Wealth 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 | $582K | Sell |
9,263
-931
| -9% | -$58.5K | 0.02% | 163 |
|
|
2025
Q1 | $609K | Sell |
10,194
-2,969
| -23% | -$177K | 0.02% | 160 |
|
|
2024
Q4 | $712K | Sell |
13,163
-7,380
| -36% | -$399K | 0.02% | 134 |
|
|
2024
Q3 | $938K | Sell |
20,543
-1,733
| -8% | -$79.1K | 0.03% | 117 |
|
|
2024
Q2 | $947K | Buy |
22,276
+11,546
| +108% | +$491K | 0.03% | 108 |
|
|
2024
Q1 | $418K | Buy |
+10,730
| New | +$418K | 0.01% | 197 |
|