Raleigh Capital Management’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
$611K Buy
9,720
+215
+2% +$13.5K 0.26% 106
2025
Q1
$568K Sell
9,505
-2,773
-23% -$166K 0.26% 106
2024
Q4
$664K Sell
12,278
-10,855
-47% -$587K 0.26% 110
2024
Q3
$1.06M Sell
23,133
-18,130
-44% -$828K 0.41% 74
2024
Q2
$1.75M Sell
41,263
-14,654
-26% -$623K 0.75% 32
2024
Q1
$2.18M Sell
55,917
-9,861
-15% -$384K 0.94% 22
2023
Q4
$2.29M Sell
65,778
-2,068
-3% -$72K 1.06% 20
2023
Q3
$2.29M Sell
67,846
-15
-0% -$505 1.17% 16
2023
Q2
$2.21M Sell
67,861
-4,936
-7% -$161K 1.1% 18
2023
Q1
$2.17M Buy
72,797
+3,749
+5% +$112K 1.08% 23
2022
Q4
$2.27M Buy
69,048
+6,476
+10% +$213K 1.18% 24
2022
Q3
$1.79M Buy
62,572
+9,969
+19% +$285K 1.05% 27
2022
Q2
$1.64M Buy
52,603
+13,975
+36% +$436K 0.93% 31
2022
Q1
$1.29M Buy
+38,628
New +$1.29M 0.7% 37