Stone House Investment Management’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 | $15.9K | Buy |
253
+126
| +99% | +$7.91K | ﹤0.01% | 224 |
|
|
2025
Q1 | $7.59K | Buy |
+127
| New | +$7.59K | ﹤0.01% | 277 |
|
|
2024
Q4 | – | Sell |
-77
| Closed | -$3.52K | – | 360 |
|
|
2024
Q3 | $3.52K | Hold |
77
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $3.27K | Hold |
77
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 319 |
|
|
2023
Q4 | $2.68K | Hold |
77
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $2.59K | Hold |
77
| – | – | ﹤0.01% | 245 |
|
|
2023
Q2 | $2.51K | Hold |
77
| – | – | ﹤0.01% | 251 |
|
|
2023
Q1 | $2.3K | Buy |
+77
| New | +$2.3K | ﹤0.01% | 241 |
|