Advisor OS’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $464K | Hold |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $355K | Buy |
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