Ausdal Financial Partners’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
$1.74M Sell
27,630
-330
-1% -$20.7K 0.12% 178
2025
Q1
$1.67M Buy
27,960
+1,485
+6% +$88.7K 0.13% 162
2024
Q4
$1.43M Buy
26,475
+401
+2% +$21.7K 0.12% 163
2024
Q3
$1.19M Buy
26,074
+1,876
+8% +$85.6K 0.12% 169
2024
Q2
$1.03M Buy
24,198
+4,887
+25% +$208K 0.11% 180
2024
Q1
$753K Sell
19,311
-160
-0.8% -$6.24K 0.09% 208
2023
Q4
$678K Buy
19,471
+252
+1% +$8.78K 0.08% 210
2023
Q3
$648K Buy
19,219
+8
+0% +$270 0.09% 203
2023
Q2
$627K Sell
19,211
-52
-0.3% -$1.7K 0.09% 209
2023
Q1
$575K Buy
19,263
+10
+0.1% +$299 0.08% 229
2022
Q4
$633K Buy
19,253
+2,327
+14% +$76.6K 0.09% 204
2022
Q3
$485K Sell
16,926
-144
-0.8% -$4.13K 0.08% 247
2022
Q2
$533K Buy
17,070
+1,266
+8% +$39.5K 0.08% 249
2022
Q1
$528K Sell
15,804
-688
-4% -$23K 0.07% 271
2021
Q4
$429K Sell
16,492
-109
-0.7% -$2.84K 0.06% 302
2021
Q3
$431K Buy
16,601
+35
+0.2% +$909 0.06% 299
2021
Q2
$440K Sell
16,566
-160
-1% -$4.25K 0.07% 284
2021
Q1
$396K Buy
16,726
+90
+0.5% +$2.13K 0.07% 287
2020
Q4
$334K Buy
16,636
+2,830
+20% +$56.8K 0.07% 292
2020
Q3
$271K Hold
13,806
0.07% 281
2020
Q2
$263K Sell
13,806
-271
-2% -$5.16K 0.09% 224
2020
Q1
$260K Hold
14,077
0.09% 212
2019
Q4
$298K Buy
14,077
+1,952
+16% +$41.3K 0.09% 249
2019
Q3
$292K Buy
12,125
+3,775
+45% +$90.9K 0.1% 231
2019
Q2
$209K Sell
8,350
-300
-3% -$7.51K 0.08% 270
2019
Q1
$248K Buy
+8,650
New +$248K 0.1% 222
2016
Q1
Sell
-1,950
Closed -$50K 1020
2015
Q4
$50K Buy
+1,950
New +$50K 0.03% 454