Trajan Wealth’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 |
-13,571
| Closed | -$734K | – | 189 |
|
|
2024
Q4 | $734K | Sell |
13,571
-278
| -2% | -$15K | 0.04% | 115 |
|
|
2024
Q3 | $632K | Sell |
13,849
-156
| -1% | -$7.12K | 0.04% | 119 |
|
|
2024
Q2 | $595K | Sell |
14,005
-1,001
| -7% | -$42.5K | 0.04% | 122 |
|
|
2024
Q1 | $585K | Buy |
+15,006
| New | +$585K | 0.04% | 126 |
|