Smartleaf Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
15,937
-1,055
| -6% | -$66.1K | 0.09% | 254 |
|
|
2025
Q1 | $1.01M | Sell |
16,992
-3,030
| -15% | -$179K | 0.1% | 229 |
|
|
2024
Q4 | $1.08M | Buy |
20,022
+1,234
| +7% | +$66.8K | 0.11% | 198 |
|
|
2024
Q3 | $848K | Buy |
18,788
+3,905
| +26% | +$176K | 0.1% | 221 |
|
|
2024
Q2 | $629K | Buy |
14,883
+5,231
| +54% | +$221K | 0.1% | 223 |
|
|
2024
Q1 | $372K | Buy |
9,652
+5,317
| +123% | +$205K | 0.07% | 253 |
|
|
2023
Q4 | $151K | Buy |
+4,335
| New | +$151K | 0.04% | 362 |
|