Dynamic Advisor Solutions’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
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $792K | Buy |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $705K | Sell |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $733K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $385K | Buy |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $459K | Buy |
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|
2018
Q2 | $265K | Buy |
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|
2018
Q1 | $232K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $207K | Buy |
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