Sierra Summit 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 | $1.53M | Buy |
24,366
+565
| +2% | +$35.5K | 0.27% | 57 |
|
|
2025
Q1 | $1.42M | Buy |
23,801
+14,863
| +166% | +$888K | 0.31% | 59 |
|
|
2024
Q4 | $484K | Sell |
8,938
-545
| -6% | -$29.5K | 0.1% | 121 |
|
|
2024
Q3 | $433K | Hold |
9,483
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $403K | Hold |
9,483
| – | – | 0.1% | 113 |
|
|
2024
Q1 | $370K | Sell |
9,483
-2,000
| -17% | -$77.9K | 0.1% | 108 |
|
|
2023
Q4 | $400K | Buy |
+11,483
| New | +$400K | 0.12% | 105 |
|