Western Wealth Management’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 | $261K | Buy |
4,163
+519
| +14% | +$32.6K | 0.02% | 594 |
|
|
2025
Q1 | $218K | Buy |
+3,644
| New | +$218K | 0.01% | 626 |
|
|
2022
Q4 | – | Sell |
-9,959
| Closed | -$282K | – | 804 |
|
|
2022
Q3 | $282K | Buy |
9,959
+2,564
| +35% | +$72.6K | 0.02% | 651 |
|
|
2022
Q2 | $231K | Sell |
7,395
-551
| -7% | -$17.2K | 0.01% | 696 |
|
|
2022
Q1 | $265K | Buy |
+7,946
| New | +$265K | 0.01% | 712 |
|
|
2020
Q4 | – | Sell |
-21,947
| Closed | -$431K | – | 495 |
|
|
2020
Q3 | $431K | Buy |
+21,947
| New | +$431K | 0.07% | 267 |
|