TritonPoint 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
Q2 | $635K | Buy |
10,111
+291
| +3% | +$18.3K | 0.06% | 191 |
|
|
2025
Q1 | $587K | Buy |
9,820
+288
| +3% | +$17.2K | 0.06% | 195 |
|
|
2024
Q4 | $516K | Buy |
9,532
+12
| +0.1% | +$649 | 0.05% | 205 |
|
|
2024
Q3 | $430K | Buy |
9,520
+186
| +2% | +$8.4K | 0.04% | 226 |
|
|
2024
Q2 | $397K | Sell |
9,334
-148
| -2% | -$6.29K | 0.04% | 228 |
|
|
2024
Q1 | $321K | Buy |
9,482
+140
| +1% | +$4.74K | 0.03% | 252 |
|
|
2023
Q4 | $325K | Buy |
+9,342
| New | +$325K | 0.03% | 257 |
|