Vise Technologies’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 | $2.59M | Buy |
+41,250
| New | +$2.59M | 0.11% | 202 |
|
|
2024
Q4 | $1.49M | Buy |
27,608
+15,244
| +123% | +$825K | 0.12% | 174 |
|
|
2024
Q3 | $564K | Buy |
12,364
+1,285
| +12% | +$58.7K | 0.07% | 262 |
|
|
2024
Q2 | $471K | Buy |
11,079
+1,927
| +21% | +$81.9K | 0.08% | 235 |
|
|
2024
Q1 | $357K | Buy |
+9,152
| New | +$357K | 0.07% | 259 |
|
|
2023
Q3 | – | Sell |
-6,139
| Closed | -$200K | – | 363 |
|
|
2023
Q2 | $200K | Buy |
+6,139
| New | +$200K | 0.05% | 330 |
|