Accel Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
4,062
+7
| +0.2% | +$440 | 0.09% | 213 |
|
|
2025
Q1 | $242K | Sell |
4,055
-906
| -18% | -$54.1K | 0.09% | 209 |
|
|
2024
Q4 | $269K | Buy |
4,961
+8
| +0.2% | +$433 | 0.1% | 197 |
|
|
2024
Q3 | $226K | Sell |
4,953
-470
| -9% | -$21.5K | 0.08% | 220 |
|
|
2024
Q2 | $230K | Buy |
+5,423
| New | +$230K | 0.09% | 202 |
|
|
2023
Q2 | – | Sell |
-3,944
| Closed | -$118K | – | 881 |
|
|
2023
Q1 | $118K | Buy |
3,944
+60
| +2% | +$1.79K | 0.05% | 297 |
|
|
2022
Q4 | $128K | Buy |
3,884
+49
| +1% | +$1.61K | 0.06% | 211 |
|
|
2022
Q3 | $118K | Buy |
3,835
+56
| +1% | +$1.72K | 0.06% | 227 |
|
|
2022
Q2 | $119K | Buy |
3,779
+52
| +1% | +$1.64K | 0.07% | 211 |
|
|
2022
Q1 | $126K | Buy |
3,727
+47
| +1% | +$1.59K | 0.07% | 223 |
|
|
2021
Q4 | $96K | Buy |
3,680
+57
| +2% | +$1.49K | 0.05% | 267 |
|
|
2021
Q3 | $94K | Buy |
3,623
+56
| +2% | +$1.45K | 0.06% | 229 |
|
|
2021
Q2 | $95K | Buy |
3,567
+56
| +2% | +$1.49K | 0.06% | 241 |
|
|
2021
Q1 | $83K | Buy |
3,511
+58
| +2% | +$1.37K | 0.07% | 241 |
|
|
2020
Q4 | $69K | Buy |
+3,453
| New | +$69K | 0.06% | 248 |
|