Annex Advisory Services’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 | $12.2M | Buy |
193,878
+16,407
| +9% | +$1.03M | 0.29% | 66 |
|
|
2025
Q1 | $10.6M | Buy |
177,471
+7,938
| +5% | +$474K | 0.3% | 65 |
|
|
2024
Q4 | $9.18M | Buy |
169,533
+4,119
| +2% | +$223K | 0.28% | 68 |
|
|
2024
Q3 | $7.55M | Buy |
165,414
+16,553
| +11% | +$756K | 0.24% | 73 |
|
|
2024
Q2 | $6.33M | Buy |
148,861
+50,938
| +52% | +$2.16M | 0.22% | 74 |
|
|
2024
Q1 | $3.82M | Buy |
97,923
+3,837
| +4% | +$150K | 0.14% | 89 |
|
|
2023
Q4 | $3.28M | Buy |
94,086
+10,132
| +12% | +$353K | 0.14% | 95 |
|
|
2023
Q3 | $2.83M | Buy |
83,954
+9,482
| +13% | +$319K | 0.17% | 81 |
|
|
2023
Q2 | $2.43M | Buy |
+74,472
| New | +$2.43M | 0.13% | 85 |
|