Transcendent Capital Group’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 |
-4,865
| Closed | -$414K | – | 422 |
|
|
2024
Q4 | $414K | Buy |
4,865
+3,408
| +234% | +$290K | 0.21% | 69 |
|
|
2024
Q3 | $66.5K | Sell |
1,457
-21
| -1% | -$959 | 0.03% | 181 |
|
|
2024
Q2 | $62.8K | Buy |
1,478
+10
| +0.7% | +$425 | 0.04% | 166 |
|
|
2024
Q1 | $57.2K | Buy |
1,468
+11
| +0.8% | +$429 | 0.03% | 178 |
|
|
2023
Q4 | $50.8K | Buy |
+1,457
| New | +$50.8K | 0.03% | 149 |
|