Sandia Investment 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
Sell
-5,000
Closed -$299K 127
2025
Q1
$299K Hold
5,000
0.87% 40
2024
Q4
$271K Buy
+5,000
New +$271K 0.51% 50