RWA Wealth Partners’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 | $1.24M | Buy |
19,707
+6,019
| +44% | +$378K | 0.02% | 296 |
|
|
2025
Q1 | $818K | Sell |
13,688
-1,277
| -9% | -$76.3K | 0.01% | 352 |
|
|
2024
Q4 | $810K | Buy |
14,965
+688
| +5% | +$37.2K | 0.01% | 354 |
|
|
2024
Q3 | $652K | Buy |
14,277
+84
| +0.6% | +$3.84K | 0.01% | 377 |
|
|
2024
Q2 | $603K | Buy |
14,193
+16
| +0.1% | +$680 | 0.01% | 371 |
|
|
2024
Q1 | $552K | Sell |
14,177
-2,345
| -14% | -$91.4K | 0.01% | 380 |
|
|
2023
Q4 | $575K | Buy |
+16,522
| New | +$575K | 0.01% | 367 |
|