Summit Financial’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 | $5.31M | Buy |
84,486
+1,862
| +2% | +$117K | 0.12% | 153 |
|
|
2025
Q1 | $4.94M | Buy |
82,624
+965
| +1% | +$57.7K | 0.14% | 139 |
|
|
2024
Q4 | $4.42M | Buy |
81,659
+27,189
| +50% | +$1.47M | 0.15% | 116 |
|
|
2024
Q3 | $2.49M | Buy |
54,470
+47,090
| +638% | +$2.15M | 0.1% | 160 |
|
|
2024
Q2 | $314K | Buy |
+7,380
| New | +$314K | 0.01% | 410 |
|