Retirement Planning Company of New England’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 | $210K | Buy |
+3,338
| New | +$210K | 0.09% | 220 |
|
|
2023
Q1 | – | Sell |
-6,538
| Closed | -$215K | – | 223 |
|
|
2022
Q4 | $215K | Buy |
+6,538
| New | +$215K | 0.14% | 191 |
|
|
2022
Q3 | – | Sell |
-6,594
| Closed | -$205K | – | 220 |
|
|
2022
Q2 | $205K | Sell |
6,594
-62
| -0.9% | -$1.93K | 0.14% | 196 |
|
|
2022
Q1 | $222K | Buy |
6,656
+39
| +0.6% | +$1.3K | 0.13% | 210 |
|
|
2021
Q4 | $172K | Buy |
+6,617
| New | +$172K | 0.08% | 238 |
|