Atlas Capital 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 | $3.33K | Hold |
53
| – | – | ﹤0.01% | 839 |
|
|
2025
Q1 | $3.17K | Hold |
53
| – | – | ﹤0.01% | 882 |
|
|
2024
Q4 | $2.87K | Hold |
53
| – | – | ﹤0.01% | 855 |
|
|
2024
Q3 | $2.42K | Hold |
53
| – | – | ﹤0.01% | 818 |
|
|
2024
Q2 | $2.25K | Hold |
53
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $2.07K | Hold |
53
| – | – | ﹤0.01% | 807 |
|
|
2023
Q4 | $1.85K | Hold |
53
| – | – | ﹤0.01% | 834 |
|
|
2023
Q3 | $1.79K | Hold |
53
| – | – | ﹤0.01% | 813 |
|
|
2023
Q2 | $1.73K | Sell |
53
-73
| -58% | -$2.38K | ﹤0.01% | 829 |
|
|
2023
Q1 | $3.76K | Sell |
126
-40
| -24% | -$1.19K | ﹤0.01% | 805 |
|
|
2022
Q4 | $5.46K | Hold |
166
| – | – | ﹤0.01% | 781 |
|
|
2022
Q3 | $4.75K | Sell |
166
-1,500
| -90% | -$42.9K | ﹤0.01% | 776 |
|
|
2022
Q2 | $52K | Buy |
1,666
+113
| +7% | +$3.53K | 0.01% | 551 |
|
|
2022
Q1 | $51.9K | Hold |
1,553
| – | – | 0.01% | 541 |
|
|
2021
Q4 | $40.4K | Hold |
1,553
| – | – | 0.01% | 553 |
|
|
2021
Q3 | $40.3K | Hold |
1,553
| – | – | 0.01% | 547 |
|
|
2021
Q2 | $41.2K | Buy |
1,553
+53
| +4% | +$1.41K | 0.01% | 546 |
|
|
2021
Q1 | $35.5K | Buy |
+1,500
| New | +$35.5K | 0.01% | 531 |
|
|
2019
Q1 | – | Sell |
-530
| Closed | -$11.7K | – | 601 |
|
|
2018
Q4 | $11.7K | Sell |
530
-30,800
| -98% | -$679K | ﹤0.01% | 496 |
|
|
2018
Q3 | $877K | Buy |
31,330
+29,559
| +1,669% | +$827K | 0.29% | 90 |
|
|
2018
Q2 | $47.8K | Buy |
1,771
+1,384
| +358% | +$37.3K | 0.02% | 401 |
|
|
2018
Q1 | $9.62K | Buy |
+387
| New | +$9.62K | ﹤0.01% | 481 |
|