Sustainable Insight Capital 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
Q1
Sell
-7,000
Closed -$379K 82
2024
Q4
$379K Buy
+7,000
New +$379K 0.17% 56
2024
Q3
Sell
-6,900
Closed -$293K 93
2024
Q2
$293K Buy
+6,900
New +$293K 0.15% 58