Arkadios Wealth 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 | $4.95M | Buy |
78,757
+16,609
| +27% | +$1.04M | 0.15% | 157 |
|
|
2025
Q1 | $3.71M | Buy |
62,148
+51,596
| +489% | +$3.08M | 0.14% | 171 |
|
|
2024
Q4 | $571K | Sell |
10,552
-9,451
| -47% | -$511K | 0.03% | 500 |
|
|
2024
Q3 | $913K | Buy |
20,003
+13,909
| +228% | +$635K | 0.05% | 348 |
|
|
2024
Q2 | $259K | Buy |
+6,094
| New | +$259K | 0.02% | 681 |
|
|
2022
Q1 | – | Sell |
-15,551
| Closed | -$405K | – | 630 |
|
|
2021
Q4 | $405K | Sell |
15,551
-28,761
| -65% | -$749K | 0.05% | 373 |
|
|
2021
Q3 | $1.15M | Sell |
44,312
-7,503
| -14% | -$195K | 0.17% | 142 |
|
|
2021
Q2 | $1.38M | Buy |
51,815
+4,333
| +9% | +$115K | 0.17% | 153 |
|
|
2021
Q1 | $1.12M | Buy |
47,482
+47,471
| +431,555% | +$1.12M | 0.19% | 138 |
|
|
2020
Q4 | $0 | Sell |
11
-8
| -42% | – | ﹤0.01% | 1502 |
|
|
2020
Q3 | $366 | Sell |
19
-20
| -51% | -$385 | ﹤0.01% | 986 |
|
|
2020
Q2 | $744 | Sell |
39
-46
| -54% | -$878 | ﹤0.01% | 900 |
|
|
2020
Q1 | $1.2K | Hold |
85
| – | – | ﹤0.01% | 957 |
|
|
2019
Q4 | $1.84K | Buy |
+85
| New | +$1.84K | ﹤0.01% | 831 |
|