1IA
1620 Investment Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Sell |
14,376
-36
| -0.2% | -$2.26K | 0.64% | 38 |
|
|
2025
Q1 | $861K | Sell |
14,412
-88
| -0.6% | -$5.26K | 0.66% | 31 |
|
|
2024
Q4 | $785K | Sell |
14,500
-587
| -4% | -$31.8K | 0.59% | 40 |
|
|
2024
Q3 | $689K | Sell |
15,087
-18
| -0.1% | -$822 | 0.5% | 53 |
|
|
2024
Q2 | $642K | Buy |
+15,105
| New | +$642K | 0.49% | 49 |
|
|
2024
Q1 | – | Sell |
-8,329
| Closed | -$290K | – | 152 |
|
|
2023
Q4 | $290K | Sell |
8,329
-1,647
| -17% | -$57.4K | 0.32% | 107 |
|
|
2023
Q3 | $336K | Sell |
9,976
-318
| -3% | -$10.7K | 0.38% | 94 |
|
|
2023
Q2 | $336K | Buy |
10,294
+98
| +1% | +$3.2K | 0.36% | 92 |
|
|
2023
Q1 | $304K | Sell |
10,196
-7
| -0.1% | -$209 | 0.37% | 93 |
|
|
2022
Q4 | $336K | Buy |
10,203
+123
| +1% | +$4.05K | 0.41% | 88 |
|
|
2022
Q3 | $289K | Hold |
10,080
| – | – | 0.43% | 85 |
|
|
2022
Q2 | $315K | Sell |
10,080
-12,657
| -56% | -$396K | 0.43% | 84 |
|
|
2022
Q1 | $592K | Hold |
22,737
| – | – | 0.64% | 58 |
|
|
2021
Q4 | $592K | Buy |
+22,737
| New | +$592K | 0.66% | 56 |
|