EP Wealth Advisors’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 | $1.39M | Buy |
22,129
+2,770
| +14% | +$174K | 0.01% | 495 |
|
|
2025
Q1 | $1.16M | Buy |
19,359
+1,470
| +8% | +$87.8K | 0.01% | 469 |
|
|
2024
Q4 | $968K | Buy |
17,889
+183
| +1% | +$9.9K | 0.01% | 508 |
|
|
2024
Q3 | $808K | Buy |
17,706
+6,099
| +53% | +$278K | 0.01% | 549 |
|
|
2024
Q2 | $493K | Buy |
11,607
+1,267
| +12% | +$53.8K | 0.01% | 539 |
|
|
2024
Q1 | $403K | Buy |
10,340
+210
| +2% | +$8.18K | ﹤0.01% | 565 |
|
|
2023
Q4 | $353K | Sell |
10,130
-718
| -7% | -$25K | ﹤0.01% | 573 |
|
|
2023
Q3 | $365K | Buy |
10,848
+6,970
| +180% | +$235K | 0.01% | 519 |
|
|
2023
Q2 | $322K | Buy |
+3,878
| New | +$322K | ﹤0.01% | 550 |
|
|
2021
Q3 | – | Sell |
-9,185
| Closed | -$244K | – | 567 |
|
|
2021
Q2 | $244K | Buy |
+9,185
| New | +$244K | 0.01% | 486 |
|