Trifecta Capital Advisors’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 | $17.1K | Hold |
273
| – | – | ﹤0.01% | 221 |
|
|
2025
Q1 | $16.3K | Buy |
273
+245
| +875% | +$14.6K | ﹤0.01% | 197 |
|
|
2024
Q4 | $1.52K | Sell |
28
-291
| -91% | -$15.8K | ﹤0.01% | 336 |
|
|
2024
Q3 | $14.6K | Hold |
319
| – | – | ﹤0.01% | 205 |
|
|
2024
Q2 | $13.6K | Buy |
319
+291
| +1,039% | +$12.4K | ﹤0.01% | 207 |
|
|
2024
Q1 | $1.09K | Hold |
28
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $976 | Hold |
28
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $944 | Hold |
28
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $914 | Hold |
28
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $837 | Hold |
28
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $921 | Buy |
+28
| New | +$921 | ﹤0.01% | 381 |
|