Axxcess Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
34,140
-7,893
| -19% | -$496K | 0.05% | 280 |
|
|
2025
Q1 | $2.51M | Sell |
42,033
-6,429
| -13% | -$384K | 0.07% | 228 |
|
|
2024
Q4 | $2.62M | Sell |
48,462
-14,230
| -23% | -$770K | 0.06% | 225 |
|
|
2024
Q3 | $2.86M | Buy |
62,692
+25,828
| +70% | +$1.18M | 0.07% | 205 |
|
|
2024
Q2 | $1.57M | Sell |
36,864
-34,702
| -48% | -$1.47M | 0.04% | 296 |
|
|
2024
Q1 | $2.79M | Buy |
71,566
+2,872
| +4% | +$112K | 0.08% | 197 |
|
|
2023
Q4 | $2.39M | Buy |
68,694
+8,171
| +14% | +$285K | 0.07% | 215 |
|
|
2023
Q3 | $2.04M | Buy |
60,523
+31,053
| +105% | +$1.05M | 0.07% | 206 |
|
|
2023
Q2 | $962K | Sell |
29,470
-32,871
| -53% | -$1.07M | 0.07% | 235 |
|
|
2023
Q1 | $1.86M | Buy |
62,341
+1,911
| +3% | +$57.1K | 0.14% | 142 |
|
|
2022
Q4 | $1.99M | Buy |
60,430
+40,658
| +206% | +$1.34M | 0.16% | 128 |
|
|
2022
Q3 | $566K | Buy |
19,772
+591
| +3% | +$16.9K | 0.05% | 294 |
|
|
2022
Q2 | $599K | Buy |
19,181
+9,362
| +95% | +$292K | 0.06% | 265 |
|
|
2022
Q1 | $328K | Buy |
+9,819
| New | +$328K | 0.03% | 450 |
|