Vista Investment Partners’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 | $2.31M | Buy |
36,700
+84
| +0.2% | +$5.28K | 0.66% | 56 |
|
|
2025
Q1 | $2.19M | Sell |
36,616
-62
| -0.2% | -$3.71K | 0.67% | 54 |
|
|
2024
Q4 | $1.99M | Sell |
36,678
-13
| -0% | -$704 | 0.62% | 57 |
|
|
2024
Q3 | $1.67M | Sell |
36,691
-37
| -0.1% | -$1.69K | 0.54% | 57 |
|
|
2024
Q2 | $1.56M | Buy |
36,728
+28
| +0.1% | +$1.19K | 0.52% | 60 |
|
|
2024
Q1 | $1.43M | Buy |
36,700
+28
| +0.1% | +$1.09K | 0.49% | 61 |
|
|
2023
Q4 | $1.28M | Buy |
+36,672
| New | +$1.28M | 0.47% | 66 |
|