Dana Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $954K | Hold |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $873K | Sell |
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|
2023
Q4 | $830K | Sell |
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|
2023
Q3 | $1.15M | Hold |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $15.2M | Sell |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $12.5M | Sell |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $8.55M | Sell |
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|
2020
Q3 | $8.74M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $370K | Buy |
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