AO
Advisor OS’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
23,262
-1,709
| -7% | -$107K | 0.14% | 101 |
|
|
2025
Q1 | $1.49M | Buy |
24,971
+643
| +3% | +$38.4K | 0.17% | 84 |
|
|
2024
Q4 | $1.32M | Buy |
24,328
+2,404
| +11% | +$130K | 0.15% | 101 |
|
|
2024
Q3 | $1M | Buy |
21,924
+675
| +3% | +$30.8K | 0.1% | 151 |
|
|
2024
Q2 | $903K | Sell |
21,249
-822
| -4% | -$34.9K | 0.1% | 171 |
|
|
2024
Q1 | $860K | Buy |
22,071
+4,089
| +23% | +$159K | 0.1% | 183 |
|
|
2023
Q4 | $626K | Buy |
17,982
+594
| +3% | +$20.7K | 0.08% | 185 |
|
|
2023
Q3 | $586K | Buy |
17,388
+202
| +1% | +$6.81K | 0.09% | 179 |
|
|
2023
Q2 | $561K | Buy |
17,186
+2,249
| +15% | +$73.4K | 0.09% | 193 |
|
|
2023
Q1 | $446K | Sell |
14,937
-820
| -5% | -$24.5K | 0.11% | 173 |
|
|
2022
Q4 | $518K | Buy |
15,757
+1,376
| +10% | +$45.3K | 0.14% | 149 |
|
|
2022
Q3 | $412K | Sell |
14,381
-66
| -0.5% | -$1.89K | 0.12% | 146 |
|
|
2022
Q2 | $451K | Buy |
14,447
+66
| +0.5% | +$2.06K | 0.13% | 149 |
|
|
2022
Q1 | $481K | Sell |
14,381
-3,009
| -17% | -$101K | 0.14% | 150 |
|
|
2021
Q4 | $453K | Buy |
17,390
+417
| +2% | +$10.9K | 0.09% | 182 |
|
|
2021
Q3 | $440K | Sell |
16,973
-512
| -3% | -$13.3K | 0.1% | 160 |
|
|
2021
Q2 | $464K | Hold |
17,485
| – | – | 0.1% | 145 |
|
|
2021
Q1 | $414K | Sell |
17,485
-206
| -1% | -$4.88K | 0.09% | 130 |
|
|
2020
Q4 | $355K | Buy |
+17,691
| New | +$355K | 0.1% | 100 |
|