Sunpointe’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 | $237K | Buy |
3,775
+272
| +8% | +$17.1K | 0.09% | 199 |
|
|
2025
Q1 | $209K | Buy |
+3,503
| New | +$209K | 0.11% | 168 |
|
|
2024
Q4 | – | Sell |
-4,777
| Closed | -$218K | – | 214 |
|
|
2024
Q3 | $218K | Sell |
4,777
-2,249
| -32% | -$103K | 0.18% | 149 |
|
|
2024
Q2 | $299K | Sell |
7,026
-2,503
| -26% | -$106K | 0.19% | 107 |
|
|
2024
Q1 | $371K | Buy |
9,529
+543
| +6% | +$21.2K | 0.41% | 74 |
|
|
2023
Q4 | $313K | Buy |
+8,986
| New | +$313K | 0.4% | 79 |
|