Stonegate Investment 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 | $5.2M | Buy |
82,724
+35,518
| +75% | +$2.23M | 0.13% | 73 |
|
|
2025
Q1 | $2.82M | Buy |
47,206
+2,829
| +6% | +$169K | 0.08% | 99 |
|
|
2024
Q4 | $2.4M | Sell |
44,377
-1,295
| -3% | -$70.1K | 0.06% | 113 |
|
|
2024
Q3 | $2.08M | Buy |
45,672
+11,994
| +36% | +$548K | 0.05% | 124 |
|
|
2024
Q2 | $1.43M | Buy |
33,678
+4,328
| +15% | +$184K | 0.04% | 139 |
|
|
2024
Q1 | $1.14M | Buy |
29,350
+2,677
| +10% | +$104K | 0.04% | 154 |
|
|
2023
Q4 | $929K | Sell |
26,673
-3,006
| -10% | -$105K | 0.03% | 160 |
|
|
2023
Q3 | $1,000K | Buy |
29,679
+2,648
| +10% | +$89.2K | 0.04% | 149 |
|
|
2023
Q2 | $882K | Sell |
27,031
-6,487
| -19% | -$212K | 0.03% | 171 |
|
|
2023
Q1 | $1M | Buy |
33,518
+325
| +1% | +$9.7K | 0.04% | 158 |
|
|
2022
Q4 | $1.09M | Sell |
33,193
-789
| -2% | -$26K | 0.05% | 136 |
|
|
2022
Q3 | $973K | Buy |
33,982
+78
| +0.2% | +$2.23K | 0.04% | 131 |
|
|
2022
Q2 | $1.06M | Buy |
33,904
+2,448
| +8% | +$76.4K | 0.05% | 137 |
|
|
2022
Q1 | $1.05M | Sell |
31,456
-252
| -0.8% | -$8.42K | 0.03% | 128 |
|
|
2021
Q4 | $826K | Buy |
+31,708
| New | +$826K | 0.03% | 138 |
|