Astoria Portfolio 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 | $508K | Buy |
8,648
+260
| +3% | +$15.3K | 0.14% | 129 |
|
|
2025
Q1 | $491K | Buy |
8,388
+104
| +1% | +$6.08K | 0.17% | 114 |
|
|
2024
Q4 | $481K | Buy |
8,284
+25
| +0.3% | +$1.45K | 0.17% | 112 |
|
|
2024
Q3 | $417K | Buy |
8,259
+36
| +0.4% | +$1.82K | 0.14% | 116 |
|
|
2024
Q2 | $349K | Sell |
8,223
-353
| -4% | -$15K | 0.12% | 115 |
|
|
2024
Q1 | $325K | Sell |
8,576
-292
| -3% | -$11K | 0.13% | 117 |
|
|
2023
Q4 | $304K | Buy |
8,868
+455
| +5% | +$15.6K | 0.12% | 118 |
|
|
2023
Q3 | $291K | Sell |
8,413
-1,005
| -11% | -$34.8K | 0.14% | 123 |
|
|
2023
Q2 | $323K | Sell |
9,418
-449
| -5% | -$15.4K | 0.12% | 132 |
|
|
2023
Q1 | $293K | Sell |
9,867
-673
| -6% | -$20K | 0.12% | 141 |
|
|
2022
Q4 | $332K | Sell |
10,540
-187
| -2% | -$5.88K | 0.16% | 130 |
|
|
2022
Q3 | $307K | Sell |
10,727
-141
| -1% | -$4.04K | 0.21% | 110 |
|
|
2022
Q2 | $339K | Buy |
10,868
+122
| +1% | +$3.81K | 0.25% | 100 |
|
|
2022
Q1 | $359K | Sell |
10,746
-9,167
| -46% | -$306K | 0.28% | 79 |
|
|
2021
Q4 | $519K | Buy |
+19,913
| New | +$519K | 0.41% | 62 |
|