Thoroughbred Financial Services’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 | $375K | Sell |
5,978
-11,924
| -67% | -$748K | 0.03% | 419 |
|
|
2025
Q1 | $1.07M | Buy |
17,902
+318
| +2% | +$19K | 0.07% | 278 |
|
|
2024
Q4 | $951K | Sell |
17,584
-978
| -5% | -$52.9K | 0.06% | 286 |
|
|
2024
Q3 | $847K | Buy |
18,562
+50
| +0.3% | +$2.28K | 0.05% | 310 |
|
|
2024
Q2 | $786K | Buy |
+18,512
| New | +$786K | 0.05% | 306 |
|
|
2024
Q1 | – | Sell |
-18,479
| Closed | -$643K | – | 615 |
|
|
2023
Q4 | $643K | Sell |
18,479
-942
| -5% | -$32.8K | 0.05% | 318 |
|
|
2023
Q3 | $654K | Buy |
+19,421
| New | +$654K | 0.06% | 287 |
|