West Branch Capital’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 |
-2
| Closed | -$120 | – | 538 |
|
|
2025
Q1 | $120 | Hold |
2
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $109 | Hold |
2
| – | – | ﹤0.01% | 526 |
|
|
2024
Q3 | $92 | Buy |
+2
| New | +$92 | ﹤0.01% | 546 |
|
|
2019
Q3 | – | Sell |
-24,119
| Closed | -$676K | – | 104 |
|
|
2019
Q2 | $676K | Buy |
24,119
+12,537
| +108% | +$351K | 0.56% | 47 |
|
|
2019
Q1 | $333K | Buy |
+11,582
| New | +$333K | 0.3% | 60 |
|