Seven Springs Wealth Group’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 | $205K | Sell |
3,262
-447
| -12% | -$28.1K | 0.05% | 82 |
|
2025
Q1 | $222K | Buy |
+3,709
| New | +$222K | 0.08% | 76 |
|
2021
Q2 | – | Sell |
-3,800
| Closed | -$90K | – | 139 |
|
2021
Q1 | $90K | Hold |
3,800
| – | – | 0.04% | 70 |
|
2020
Q4 | $76K | Hold |
3,800
| – | – | 0.04% | 68 |
|
2020
Q3 | $75K | Hold |
3,800
| – | – | 0.05% | 69 |
|
2020
Q2 | $72K | Hold |
3,800
| – | – | 0.05% | 68 |
|
2020
Q1 | $54K | Hold |
3,800
| – | – | 0.04% | 71 |
|
2019
Q4 | $90K | Buy |
+3,800
| New | +$90K | 0.06% | 74 |
|