Addison 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 | $62.8K | Hold |
1,000
| – | – | 0.02% | 380 |
|
|
2025
Q1 | $59.8K | Hold |
1,000
| – | – | 0.02% | 365 |
|
|
2024
Q4 | $54.1K | Sell |
1,000
-100
| -9% | -$5.41K | 0.02% | 376 |
|
|
2024
Q3 | $50.2K | Hold |
1,100
| – | – | 0.01% | 391 |
|
|
2024
Q2 | $46.8K | Hold |
1,100
| – | – | 0.02% | 386 |
|
|
2024
Q1 | $42.9K | Hold |
1,100
| – | – | 0.01% | 382 |
|
|
2023
Q4 | $38.3K | Hold |
1,100
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $37.1K | Hold |
1,100
| – | – | 0.02% | 361 |
|
|
2023
Q2 | $35.9K | Hold |
1,100
| – | – | 0.02% | 357 |
|
|
2023
Q1 | $32.8K | Sell |
1,100
-40
| -4% | -$1.19K | 0.02% | 347 |
|
|
2022
Q4 | $37.5K | Buy |
1,140
+2
| +0.2% | +$66 | 0.02% | 314 |
|
|
2022
Q3 | $33K | Buy |
1,138
+100
| +10% | +$2.9K | 0.02% | 303 |
|
|
2022
Q2 | $32K | Hold |
1,038
| – | – | 0.02% | 313 |
|
|
2022
Q1 | $35K | Hold |
1,038
| – | – | 0.02% | 334 |
|
|
2021
Q4 | $27K | Buy |
1,038
+38
| +4% | +$988 | 0.02% | 311 |
|
|
2021
Q3 | $26K | Hold |
1,000
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $27K | Buy |
+1,000
| New | +$27K | 0.02% | 235 |
|
|
2020
Q4 | $20K | Buy |
+1,000
| New | +$20K | 0.02% | 247 |
|