BA
Bellwether Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
2,132
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $127K | Hold |
2,132
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $115K | Buy |
+2,132
| New | +$115K | 0.02% | 166 |
|
|
2022
Q4 | – | Sell |
-75,457
| Closed | -$2.16M | – | 608 |
|
|
2022
Q3 | $2.16M | Sell |
75,457
-64,507
| -46% | -$1.85M | 0.71% | 35 |
|
|
2022
Q2 | $4.37M | Buy |
139,964
+139,848
| +120,559% | +$4.36M | 1.4% | 17 |
|
|
2022
Q1 | $3K | Sell |
116
-53,228
| -100% | -$1.38M | ﹤0.01% | 432 |
|
|
2021
Q4 | $1.39M | Buy |
53,344
+12,201
| +30% | +$318K | 0.43% | 45 |
|
|
2021
Q3 | $1.07M | Buy |
+41,143
| New | +$1.07M | 0.36% | 61 |
|