Simplicity Wealth’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 | $480K | Buy |
7,646
+3,917
| +105% | +$246K | 0.02% | 465 |
|
|
2025
Q1 | $223K | Buy |
+3,729
| New | +$223K | 0.02% | 500 |
|
|
2024
Q3 | – | Sell |
-188,817
| Closed | -$8.02M | – | 1223 |
|
|
2024
Q2 | $8.02M | Sell |
188,817
-1,702
| -0.9% | -$72.3K | 0.18% | 109 |
|
|
2024
Q1 | $7.42M | Buy |
+190,519
| New | +$7.42M | 0.18% | 115 |
|