Beam Wealth Advisors’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 | $1.04M | Sell |
16,565
-147
| -0.9% | -$9.23K | 0.31% | 66 |
|
|
2025
Q1 | $999K | Sell |
16,712
-245
| -1% | -$14.6K | 0.34% | 64 |
|
|
2024
Q4 | $918K | Sell |
16,957
-1,364
| -7% | -$73.8K | 0.29% | 69 |
|
|
2024
Q3 | $836K | Sell |
18,321
-539
| -3% | -$24.6K | 0.25% | 71 |
|
|
2024
Q2 | $802K | Buy |
+18,860
| New | +$802K | 0.27% | 69 |
|