Dynamic Advisor Solutions’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
18,565
-28,670
| -61% | -$1.8M | 0.04% | 409 |
|
|
2025
Q1 | $2.82M | Buy |
+47,235
| New | +$2.82M | 0.09% | 223 |
|
|
2024
Q4 | – | Sell |
-17,222
| Closed | -$786K | – | 918 |
|
|
2024
Q3 | $786K | Sell |
17,222
-1,408
| -8% | -$64.3K | 0.02% | 513 |
|
|
2024
Q2 | $792K | Sell |
18,630
-1,690
| -8% | -$71.8K | 0.02% | 509 |
|
|
2024
Q1 | $792K | Buy |
20,320
+436
| +2% | +$17K | 0.03% | 489 |
|
|
2023
Q4 | $707K | Sell |
19,884
-1,039
| -5% | -$36.9K | 0.03% | 492 |
|
|
2023
Q3 | $705K | Sell |
20,923
-1,944
| -9% | -$65.5K | 0.03% | 436 |
|
|
2023
Q2 | $746K | Buy |
22,867
+315
| +1% | +$10.3K | 0.04% | 406 |
|
|
2023
Q1 | $673K | Buy |
22,552
+267
| +1% | +$7.97K | 0.04% | 405 |
|
|
2022
Q4 | $733K | Buy |
22,285
+1,615
| +8% | +$53.1K | 0.05% | 342 |
|
|
2022
Q3 | $592K | Buy |
20,670
+1,254
| +6% | +$35.9K | 0.05% | 355 |
|
|
2022
Q2 | $606K | Sell |
19,416
-618
| -3% | -$19.3K | 0.05% | 353 |
|
|
2022
Q1 | $669K | Buy |
20,034
+2,453
| +14% | +$81.9K | 0.05% | 362 |
|
|
2021
Q4 | $458K | Buy |
17,581
+1,520
| +9% | +$39.6K | 0.03% | 454 |
|
|
2021
Q3 | $417K | Buy |
16,061
+2,033
| +14% | +$52.8K | 0.03% | 488 |
|
|
2021
Q2 | $372K | Sell |
14,028
-336
| -2% | -$8.91K | 0.03% | 491 |
|
|
2021
Q1 | $340K | Sell |
14,364
-715
| -5% | -$16.9K | 0.03% | 471 |
|
|
2020
Q4 | $302K | Sell |
15,079
-1,793
| -11% | -$35.9K | 0.03% | 487 |
|
|
2020
Q3 | $332K | Sell |
16,872
-3,367
| -17% | -$66.3K | 0.04% | 401 |
|
|
2020
Q2 | $385K | Buy |
20,239
+1,269
| +7% | +$24.1K | 0.05% | 330 |
|
|
2020
Q1 | $268K | Sell |
18,970
-27,116
| -59% | -$383K | 0.05% | 350 |
|
|
2019
Q4 | $1.09M | Buy |
46,086
+29,338
| +175% | +$696K | 0.15% | 171 |
|
|
2019
Q3 | $403K | Sell |
16,748
-27
| -0.2% | -$650 | 0.06% | 316 |
|
|
2019
Q2 | $470K | Sell |
16,775
-747
| -4% | -$20.9K | 0.08% | 272 |
|
|
2019
Q1 | $503K | Sell |
17,522
-886
| -5% | -$25.4K | 0.09% | 221 |
|
|
2018
Q4 | $491K | Buy |
18,408
+1,519
| +9% | +$40.5K | 0.1% | 205 |
|
|
2018
Q3 | $459K | Buy |
16,889
+7,109
| +73% | +$193K | 0.1% | 231 |
|
|
2018
Q2 | $265K | Buy |
9,780
+418
| +4% | +$11.3K | 0.06% | 320 |
|
|
2018
Q1 | $232K | Buy |
+9,362
| New | +$232K | 0.06% | 304 |
|
|
2014
Q4 | – | Sell |
-3,734
| Closed | -$207K | – | 214 |
|
|
2014
Q3 | $207K | Buy |
+3,734
| New | +$207K | 0.11% | 179 |
|