ViaWealth’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 | $1.02M | Sell |
16,174
-422
| -3% | -$26.5K | 0.6% | 50 |
|
|
2025
Q1 | $992K | Sell |
16,596
-924
| -5% | -$55.2K | 0.61% | 47 |
|
|
2024
Q4 | $948K | Sell |
17,520
-6,493
| -27% | -$351K | 0.57% | 50 |
|
|
2024
Q3 | $1.1M | Hold |
24,013
| – | – | 0.64% | 44 |
|
|
2024
Q2 | $1.02M | Sell |
24,013
-1,773
| -7% | -$75.4K | 0.63% | 45 |
|
|
2024
Q1 | $1M | Hold |
25,786
| – | – | 0.63% | 45 |
|
|
2023
Q4 | $898K | Hold |
25,786
| – | – | 0.62% | 45 |
|
|
2023
Q3 | $869K | Sell |
25,786
-133
| -0.5% | -$4.48K | 0.64% | 46 |
|
|
2023
Q2 | $846K | Sell |
25,919
-200
| -0.8% | -$6.53K | 0.63% | 45 |
|
|
2023
Q1 | $780K | Hold |
26,119
| – | – | 0.62% | 52 |
|
|
2022
Q4 | $852K | Buy |
+26,119
| New | +$852K | 0.7% | 40 |
|