Accordant Advisory Group’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
$5.65K Hold
90
﹤0.01% 140
2025
Q1
$5.38K Hold
90
0.01% 126
2024
Q4
$4.87K Sell
90
-33,891
-100% -$1.83M ﹤0.01% 127
2024
Q3
$1.55M Sell
33,981
-44
-0.1% -$2.01K 1.24% 25
2024
Q2
$1.45M Buy
34,025
+532
+2% +$22.6K 1.37% 25
2024
Q1
$1.31M Buy
+33,493
New +$1.31M 0.98% 33