Richardson Financial Services’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 | $369K | Buy |
6,277
+11
| +0.2% | +$646 | 0.25% | 104 |
|
|
2025
Q1 | $374K | Sell |
6,266
-166
| -3% | -$9.92K | 0.29% | 103 |
|
|
2024
Q4 | $348K | Buy |
6,432
+532
| +9% | +$28.8K | 0.24% | 105 |
|
|
2024
Q3 | $251K | Hold |
5,900
| – | – | 0.16% | 127 |
|
|
2024
Q2 | $251K | Sell |
5,900
-1,391
| -19% | -$59.1K | 0.18% | 120 |
|
|
2024
Q1 | $284K | Buy |
7,291
+245
| +3% | +$9.55K | 0.2% | 113 |
|
|
2023
Q4 | $245K | Buy |
+7,046
| New | +$245K | 0.22% | 107 |
|