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 |
|