ARC
Advisor Resource Council’s Williams Companies WMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $229K | Sell |
3,652
-10,972
| -75% | -$689K | 0.09% | 149 |
|
2025
Q1 | $656K | Buy |
+14,624
| New | +$656K | 0.05% | 314 |
|
2024
Q4 | – | Sell |
-7,013
| Closed | -$320K | – | 263 |
|
2024
Q3 | $320K | Buy |
+7,013
| New | +$320K | 0.14% | 167 |
|
2024
Q1 | – | Sell |
-7,648
| Closed | -$266K | – | 530 |
|
2023
Q4 | $266K | Buy |
+7,648
| New | +$266K | 0.03% | 367 |
|
2022
Q3 | – | Sell |
-7,468
| Closed | -$233K | – | 508 |
|
2022
Q2 | $233K | Buy |
+7,468
| New | +$233K | 0.02% | 427 |
|
2022
Q1 | – | Sell |
-9,399
| Closed | -$244K | – | 559 |
|
2021
Q4 | $244K | Buy |
+9,399
| New | +$244K | 0.02% | 504 |
|
2021
Q3 | – | Sell |
-9,525
| Closed | -$253K | – | 501 |
|
2021
Q2 | $253K | Buy |
+9,525
| New | +$253K | 0.03% | 424 |
|