Whalerock Point 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 | $232K | Hold |
3,701
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $221K | Hold |
3,701
| – | – | 0.05% | 173 |
|
|
2024
Q4 | $200K | Buy |
+3,701
| New | +$200K | 0.05% | 184 |
|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$249K | – | 178 |
|
|
2018
Q1 | $249K | Hold |
10,000
| – | – | 0.08% | 167 |
|
|
2017
Q4 | $305K | Buy |
+10,000
| New | +$305K | 0.1% | 147 |
|