Eads & Heald Wealth Management’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 | $250K | Sell |
3,982
-1,020
| -20% | -$64K | 0.12% | 129 |
|
|
2025
Q1 | $299K | Sell |
5,002
-487
| -9% | -$29.1K | 0.15% | 123 |
|
|
2024
Q4 | $297K | Sell |
5,489
-280
| -5% | -$15.2K | 0.15% | 125 |
|
|
2024
Q3 | $263K | Sell |
5,769
-8
| -0.1% | -$365 | 0.12% | 132 |
|
|
2024
Q2 | $246K | Sell |
5,777
-430
| -7% | -$18.3K | 0.12% | 131 |
|
|
2024
Q1 | $242K | Sell |
6,207
-1,552
| -20% | -$60.5K | 0.11% | 129 |
|
|
2023
Q4 | $270K | Buy |
7,759
+815
| +12% | +$28.4K | 0.13% | 129 |
|
|
2023
Q3 | $234K | Sell |
6,944
-767
| -10% | -$25.8K | 0.12% | 132 |
|
|
2023
Q2 | $252K | Buy |
7,711
+190
| +3% | +$6.21K | 0.12% | 132 |
|
|
2023
Q1 | $225K | Sell |
7,521
-16
| -0.2% | -$479 | 0.11% | 138 |
|
|
2022
Q4 | $248K | Buy |
7,537
+112
| +2% | +$3.69K | 0.13% | 135 |
|
|
2022
Q3 | $213K | Hold |
7,425
| – | – | 0.12% | 135 |
|
|
2022
Q2 | $232K | Buy |
7,425
+475
| +7% | +$14.8K | 0.12% | 143 |
|
|
2022
Q1 | $232K | Buy |
+6,950
| New | +$232K | 0.11% | 140 |
|