Blue Zone 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 | $9.07M | Sell |
144,477
-2,967
| -2% | -$186K | 2.27% | 7 |
|
|
2025
Q1 | $8.81M | Sell |
147,444
-11,833
| -7% | -$707K | 2.45% | 5 |
|
|
2024
Q4 | $8.62M | Sell |
159,277
-1,953
| -1% | -$106K | 2.49% | 5 |
|
|
2024
Q3 | $7.36M | Buy |
161,230
+3,040
| +2% | +$139K | 2.29% | 10 |
|
|
2024
Q2 | $6.72M | Sell |
158,190
-8,344
| -5% | -$355K | 2.32% | 9 |
|
|
2024
Q1 | $6.49M | Buy |
166,534
+1,846
| +1% | +$71.9K | 2.23% | 11 |
|
|
2023
Q4 | $5.74M | Buy |
164,688
+2,697
| +2% | +$93.9K | 2.29% | 12 |
|
|
2023
Q3 | $5.46M | Buy |
161,991
+6,216
| +4% | +$209K | 2.39% | 8 |
|
|
2023
Q2 | $5.08M | Buy |
155,775
+3,284
| +2% | +$107K | 2.35% | 13 |
|
|
2023
Q1 | $4.55M | Buy |
152,491
+9,049
| +6% | +$270K | 2.43% | 13 |
|
|
2022
Q4 | $4.72M | Buy |
143,442
+1,562
| +1% | +$51.4K | 2.52% | 10 |
|
|
2022
Q3 | $4.06M | Buy |
141,880
+1,344
| +1% | +$38.5K | 2.1% | 9 |
|
|
2022
Q2 | $4.39M | Buy |
140,536
+360
| +0.3% | +$11.2K | 1.99% | 11 |
|
|
2022
Q1 | $4.68M | Buy |
+140,176
| New | +$4.68M | 1.75% | 17 |
|