True Wealth Design’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 | $12.9K | Buy |
206
+52
| +34% | +$3.27K | ﹤0.01% | 490 |
|
|
2025
Q1 | $9.2K | Buy |
154
+93
| +152% | +$5.56K | ﹤0.01% | 499 |
|
|
2024
Q4 | $3.3K | Buy |
61
+4
| +7% | +$217 | ﹤0.01% | 622 |
|
|
2024
Q3 | $2.6K | Sell |
57
-1
| -2% | -$46 | ﹤0.01% | 714 |
|
|
2024
Q2 | $2.47K | Buy |
58
+18
| +45% | +$765 | ﹤0.01% | 342 |
|
|
2024
Q1 | $1.56K | Buy |
40
+18
| +82% | +$702 | ﹤0.01% | 379 |
|
|
2023
Q4 | $767 | Hold |
22
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $742 | Hold |
22
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $718 | Hold |
22
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $657 | Hold |
22
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $724 | Buy |
+22
| New | +$724 | ﹤0.01% | 383 |
|