Rise 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 | $47.3K | Buy |
753
+22
| +3% | +$1.38K | 0.02% | 250 |
|
|
2025
Q1 | $43.7K | Buy |
731
+8
| +1% | +$478 | 0.02% | 250 |
|
|
2024
Q4 | $39.1K | Buy |
723
+6
| +0.8% | +$325 | 0.02% | 293 |
|
|
2024
Q3 | $32.7K | Buy |
717
+8
| +1% | +$365 | 0.02% | 370 |
|
|
2024
Q2 | $30.2K | Buy |
709
+7
| +1% | +$298 | 0.02% | 372 |
|
|
2024
Q1 | $27.3K | Buy |
+702
| New | +$27.3K | 0.01% | 430 |
|