Bell Investment 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 | $15.3K | Sell |
243
-8
| -3% | -$502 | ﹤0.01% | 514 |
|
|
2025
Q1 | $15K | Buy |
251
+9
| +4% | +$538 | ﹤0.01% | 471 |
|
|
2024
Q4 | $13.1K | Hold |
242
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $11K | Hold |
242
| – | – | ﹤0.01% | 580 |
|
|
2024
Q2 | $10.3K | Hold |
242
| – | – | ﹤0.01% | 597 |
|
|
2024
Q1 | $9.43K | Hold |
242
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $8.43K | Sell |
242
-14
| -5% | -$488 | ﹤0.01% | 626 |
|
|
2023
Q3 | $8.63K | Sell |
256
-9
| -3% | -$303 | ﹤0.01% | 571 |
|
|
2023
Q2 | $8.65K | Sell |
265
-80
| -23% | -$2.61K | ﹤0.01% | 570 |
|
|
2023
Q1 | $10.3K | Buy |
345
+68
| +25% | +$2.03K | ﹤0.01% | 473 |
|
|
2022
Q4 | $9.11K | Buy |
277
+46
| +20% | +$1.51K | ﹤0.01% | 523 |
|
|
2022
Q3 | $7K | Sell |
231
-63
| -21% | -$1.91K | ﹤0.01% | 558 |
|
|
2022
Q2 | $9K | Buy |
+294
| New | +$9K | ﹤0.01% | 474 |
|
|
2021
Q4 | $7K | Buy |
254
+23
| +10% | +$634 | ﹤0.01% | 641 |
|
|
2021
Q3 | $6K | Buy |
+231
| New | +$6K | ﹤0.01% | 673 |
|