Beacon Pointe Advisors’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 | $10.5M | Buy |
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|
2025
Q1 | $9.79M | Sell |
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|
2024
Q4 | $8.89M | Buy |
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|
2024
Q3 | $7.39M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $5.89M | Buy |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $940K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $206K | Buy |
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