Sage Mountain 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 | $1.1M | Buy |
17,563
+972
| +6% | +$61.1K | 0.07% | 126 |
|
|
2025
Q1 | $992K | Buy |
16,591
+692
| +4% | +$41.4K | 0.07% | 119 |
|
|
2024
Q4 | $860K | Sell |
15,899
-14
| -0.1% | -$758 | 0.06% | 139 |
|
|
2024
Q3 | $726K | Buy |
15,913
+6,955
| +78% | +$318K | 0.06% | 148 |
|
|
2024
Q2 | $381K | Buy |
8,958
+2,597
| +41% | +$110K | 0.04% | 212 |
|
|
2024
Q1 | $248K | Sell |
6,361
-996
| -14% | -$38.8K | 0.03% | 281 |
|
|
2023
Q4 | $256K | Buy |
+7,357
| New | +$256K | 0.03% | 225 |
|