Symphony 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 | $235K | Buy |
+2,993
| New | +$235K | 0.03% | 230 |
|
|
2024
Q3 | – | Sell |
-13,768
| Closed | -$583K | – | 238 |
|
|
2024
Q2 | $583K | Buy |
13,768
+8,002
| +139% | +$339K | 0.11% | 127 |
|
|
2024
Q1 | $225K | Sell |
5,766
-5,797
| -50% | -$226K | 0.05% | 175 |
|
|
2023
Q4 | $404K | Buy |
+11,563
| New | +$404K | 0.09% | 140 |
|
|
2022
Q4 | – | Sell |
-18,580
| Closed | -$538K | – | 209 |
|
|
2022
Q3 | $538K | Buy |
+18,580
| New | +$538K | 0.18% | 125 |
|