Brendel Financial 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 | $2.53M | Buy |
40,299
+1,357
| +3% | +$85.2K | 1.42% | 36 |
|
|
2025
Q1 | $2.33M | Sell |
38,942
-7,292
| -16% | -$436K | 1.41% | 31 |
|
|
2024
Q4 | $2.5M | Sell |
46,234
-5,693
| -11% | -$308K | 1.51% | 30 |
|
|
2024
Q3 | $2.37M | Buy |
51,927
+419
| +0.8% | +$19.1K | 1.34% | 33 |
|
|
2024
Q2 | $2.19M | Buy |
+51,508
| New | +$2.19M | 1.39% | 32 |
|
|
2024
Q1 | – | Sell |
-58,367
| Closed | -$2.03M | – | 95 |
|
|
2023
Q4 | $2.03M | Buy |
+58,367
| New | +$2.03M | 1.33% | 31 |
|
|
2023
Q2 | – | Sell |
-57,511
| Closed | -$1.72M | – | 90 |
|
|
2023
Q1 | $1.72M | Buy |
+57,511
| New | +$1.72M | 1.27% | 37 |
|
|
2021
Q3 | – | Sell |
-84,739
| Closed | -$2.25M | – | 274 |
|
|
2021
Q2 | $2.25M | Buy |
+84,739
| New | +$2.25M | 1.24% | 29 |
|