RPG Investment Advisory’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
$209K Sell
3,330
-3,030
-48% -$190K 0.03% 84
2025
Q1
$380K Buy
+6,360
New +$380K 0.03% 84
2018
Q1
Sell
-64
Closed -$2K 454
2017
Q4
$2K Hold
64
﹤0.01% 416
2017
Q3
$2K Buy
+64
New +$2K ﹤0.01% 327