Atria Wealth Solutions’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 | $1.34M | Sell |
21,409
-13,821
| -39% | -$864K | 0.03% | 534 |
|
|
2025
Q1 | $2.11M | Sell |
35,230
-23,999
| -41% | -$1.43M | 0.03% | 612 |
|
|
2024
Q4 | $3.21M | Buy |
59,229
+8,559
| +17% | +$463K | 0.04% | 484 |
|
|
2024
Q3 | $2.31M | Sell |
50,670
-525
| -1% | -$24K | 0.03% | 578 |
|
|
2024
Q2 | $2.18M | Sell |
51,195
-5,227
| -9% | -$222K | 0.02% | 596 |
|
|
2024
Q1 | $2.2M | Buy |
56,422
+1,694
| +3% | +$66K | 0.02% | 600 |
|
|
2023
Q4 | $1.91M | Buy |
54,728
+4,361
| +9% | +$152K | 0.02% | 613 |
|
|
2023
Q3 | $1.7M | Sell |
50,367
-522
| -1% | -$17.6K | 0.02% | 616 |
|
|
2023
Q2 | $1.66M | Buy |
50,889
+2,502
| +5% | +$81.6K | 0.02% | 633 |
|
|
2023
Q1 | $1.44M | Buy |
48,387
+6,934
| +17% | +$207K | 0.02% | 663 |
|
|
2022
Q4 | $1.36M | Buy |
41,453
+98
| +0.2% | +$3.22K | 0.02% | 637 |
|
|
2022
Q3 | $1.18M | Buy |
41,355
+26,828
| +185% | +$768K | 0.02% | 656 |
|
|
2022
Q2 | $453K | Sell |
14,527
-17,210
| -54% | -$537K | 0.01% | 1000 |
|
|
2022
Q1 | $1.06M | Buy |
+31,737
| New | +$1.06M | 0.02% | 706 |
|