Truvestments Capital’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 | $66.8K | Hold |
1,064
| – | – | 0.01% | 347 |
|
|
2025
Q1 | $63.6K | Buy |
1,064
+953
| +859% | +$57K | 0.01% | 360 |
|
|
2024
Q4 | $6.01K | Hold |
111
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $5.07K | Buy |
+111
| New | +$5.07K | ﹤0.01% | 685 |
|
|
2024
Q2 | – | Sell |
-111
| Closed | -$4.33K | – | 688 |
|
|
2024
Q1 | $4.33K | Hold |
111
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $3.87K | Hold |
111
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $3.74K | Hold |
111
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $3.62K | Hold |
111
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $3.31K | Sell |
111
-138
| -55% | -$4.12K | ﹤0.01% | 544 |
|
|
2022
Q4 | $8.19K | Buy |
249
+138
| +124% | +$4.54K | ﹤0.01% | 485 |
|
|
2022
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $3K | Buy |
+111
| New | +$3K | ﹤0.01% | 541 |
|
|
2022
Q1 | – | Sell |
-407
| Closed | -$11K | – | 547 |
|
|
2021
Q4 | $11K | Hold |
407
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $11K | Hold |
407
| – | – | 0.01% | 371 |
|
|
2021
Q2 | $11K | Hold |
407
| – | – | 0.01% | 387 |
|
|
2021
Q1 | $10K | Hold |
407
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $8K | Buy |
+407
| New | +$8K | 0.01% | 460 |
|
|
2020
Q3 | – | Sell |
-407
| Closed | -$7K | – | 559 |
|
|
2020
Q2 | $7K | Buy |
407
+111
| +38% | +$1.91K | 0.01% | 437 |
|
|
2020
Q1 | $4K | Buy |
+296
| New | +$4K | 0.01% | 441 |
|
|
2019
Q4 | – | Sell |
-958
| Closed | -$23K | – | 592 |
|
|
2019
Q3 | $23K | Hold |
958
| – | – | 0.02% | 388 |
|
|
2019
Q2 | $27K | Buy |
958
+750
| +361% | +$21.1K | 0.02% | 378 |
|
|
2019
Q1 | $6K | Buy |
+208
| New | +$6K | ﹤0.01% | 588 |
|
|
2018
Q3 | $15K | Buy |
+567
| New | +$15K | 0.01% | 574 |
|