DAS
Diversify Advisory Services’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
38,579
+13,367
| +53% | +$772K | 0.09% | 173 |
|
|
2025
Q1 | $1.5M | Buy |
25,212
+1,561
| +7% | +$93.1K | 0.09% | 153 |
|
|
2024
Q4 | $1.31M | Buy |
23,651
+136
| +0.6% | +$7.55K | 0.07% | 193 |
|
|
2024
Q3 | $1.23M | Buy |
23,515
+125
| +0.5% | +$6.54K | 0.07% | 224 |
|
|
2024
Q2 | $991K | Sell |
23,390
-11,178
| -32% | -$474K | 0.05% | 246 |
|
|
2024
Q1 | $1.34M | Buy |
+34,568
| New | +$1.34M | 0.08% | 200 |
|