Stablepoint Partners’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
$2M Buy
31,902
+214
+0.7% +$13.4K 0.34% 90
2025
Q1
$1.89M Sell
31,688
-4,429
-12% -$265K 0.34% 88
2024
Q4
$1.95M Sell
36,117
-596
-2% -$32.3K 0.36% 92
2024
Q3
$1.68M Sell
36,713
-2,301
-6% -$105K 0.31% 96
2024
Q2
$1.67M Sell
39,014
-688
-2% -$29.5K 0.32% 93
2024
Q1
$1.55M Buy
39,702
+13,132
+49% +$512K 0.31% 100
2023
Q4
$925K Buy
+26,570
New +$925K 0.24% 115