WBI Investments’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 |
-5,403
| Closed | -$323K | – | 332 |
|
|
2025
Q1 | $323K | Buy |
+5,403
| New | +$323K | 0.09% | 172 |
|
|
2024
Q1 | – | Sell |
-45,734
| Closed | -$1.59M | – | 257 |
|
|
2023
Q4 | $1.59M | Sell |
45,734
-46,852
| -51% | -$1.63M | 0.32% | 82 |
|
|
2023
Q3 | $3.12M | Buy |
+92,586
| New | +$3.12M | 0.63% | 43 |
|
|
2018
Q3 | – | Sell |
-98,868
| Closed | -$2.68M | – | 348 |
|
|
2018
Q2 | $2.68M | Buy |
+98,868
| New | +$2.68M | 0.14% | 96 |
|