USA Financial Formulas’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 | – | Sell |
-19,405
| Closed | -$1.16M | – | 364 |
|
|
2025
Q1 | $1.16M | Sell |
19,405
-3,604
| -16% | -$215K | 0.19% | 41 |
|
|
2024
Q4 | $1.25M | Buy |
+23,009
| New | +$1.25M | 0.2% | 31 |
|
|
2022
Q3 | $13K | Sell |
470
-25,662
| -98% | -$710K | 0.02% | 109 |
|
|
2022
Q2 | $816K | Sell |
26,132
-1,706
| -6% | -$53.3K | 1.02% | 37 |
|
|
2022
Q1 | $930K | Buy |
27,838
+27,816
| +126,436% | +$929K | 0.99% | 45 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 359 |
|