180 Wealth Advisors’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 | $1.01M | Sell |
16,014
-315
| -2% | -$19.8K | 0.14% | 147 |
|
|
2025
Q1 | $976K | Buy |
16,329
+8,249
| +102% | +$493K | 0.16% | 140 |
|
|
2024
Q4 | $437K | Sell |
8,080
-570
| -7% | -$30.8K | 0.07% | 245 |
|
|
2024
Q3 | $395K | Sell |
8,650
-153
| -2% | -$6.98K | 0.06% | 272 |
|
|
2024
Q2 | $376K | Buy |
8,803
+533
| +6% | +$22.7K | 0.06% | 269 |
|
|
2024
Q1 | $322K | Buy |
8,270
+703
| +9% | +$27.4K | 0.06% | 283 |
|
|
2023
Q4 | $269K | Sell |
7,567
-212
| -3% | -$7.53K | 0.05% | 300 |
|
|
2023
Q3 | $262K | Buy |
7,779
+261
| +3% | +$8.79K | 0.06% | 284 |
|
|
2023
Q2 | $246K | Buy |
7,518
+140
| +2% | +$4.58K | 0.05% | 289 |
|
|
2023
Q1 | $220K | Buy |
7,378
+22
| +0.3% | +$657 | 0.05% | 321 |
|
|
2022
Q4 | $231K | Sell |
7,356
-209
| -3% | -$6.57K | 0.05% | 312 |
|
|
2022
Q3 | $217K | Buy |
7,565
+300
| +4% | +$8.61K | 0.06% | 307 |
|
|
2022
Q2 | $227K | Buy |
+7,265
| New | +$227K | 0.06% | 315 |
|
|
2019
Q1 | – | Sell |
-21,387
| Closed | -$582K | – | 285 |
|
|
2018
Q4 | $582K | Hold |
21,387
| – | – | 0.27% | 112 |
|
|
2018
Q3 | $582K | Buy |
+21,387
| New | +$582K | 0.27% | 112 |
|