Sage Capital Management’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 | $381K | Sell |
6,072
-3,711
| -38% | -$233K | 0.18% | 100 |
|
|
2025
Q1 | $585K | Buy |
9,783
+83
| +0.9% | +$4.96K | 0.32% | 71 |
|
|
2024
Q4 | $525K | Sell |
9,700
-70
| -0.7% | -$3.79K | 0.27% | 84 |
|
|
2024
Q3 | $446K | Buy |
9,770
+100
| +1% | +$4.57K | 0.21% | 95 |
|
|
2024
Q2 | $411K | Buy |
9,670
+108
| +1% | +$4.59K | 0.22% | 95 |
|
|
2024
Q1 | $373K | Buy |
9,562
+116
| +1% | +$4.52K | 0.2% | 102 |
|
|
2023
Q4 | $329K | Buy |
+9,446
| New | +$329K | 0.2% | 105 |
|