Avantax Advisory Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
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|
2025
Q1 | $4.62M | Buy |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $287K | Sell |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $286K | Buy |
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