Sonora Investment Management 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 | $630K | Buy |
10,033
+163
| +2% | +$10.2K | 0.05% | 152 |
|
|
2025
Q1 | $590K | Sell |
9,870
-125
| -1% | -$7.47K | 0.05% | 157 |
|
|
2024
Q4 | $541K | Buy |
9,995
+99
| +1% | +$5.36K | 0.04% | 161 |
|
|
2024
Q3 | $452K | Sell |
9,896
-167
| -2% | -$7.62K | 0.03% | 182 |
|
|
2024
Q2 | $392K | Hold |
10,063
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $392K | Buy |
10,063
+240
| +2% | +$9.35K | 0.03% | 196 |
|
|
2023
Q4 | $342K | Buy |
9,823
+73
| +0.7% | +$2.54K | 0.03% | 193 |
|
|
2023
Q3 | $328K | Hold |
9,750
| – | – | 0.03% | 193 |
|
|
2023
Q2 | $318K | Sell |
9,750
-250
| -3% | -$8.16K | 0.03% | 204 |
|
|
2023
Q1 | $299K | Buy |
10,000
+235
| +2% | +$7.02K | 0.03% | 212 |
|
|
2022
Q4 | $321K | Buy |
+9,765
| New | +$321K | 0.03% | 200 |
|