EA
Everpar Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
14,484
-78
| -0.5% | -$4.9K | 0.41% | 43 |
|
|
2025
Q1 | $870K | Sell |
14,562
-411
| -3% | -$24.6K | 0.46% | 43 |
|
|
2024
Q4 | $810K | Sell |
14,973
-3,151
| -17% | -$171K | 0.41% | 50 |
|
|
2024
Q3 | $827K | Sell |
18,124
-3,884
| -18% | -$177K | 0.43% | 50 |
|
|
2024
Q2 | $935K | Buy |
22,008
+2,190
| +11% | +$93.1K | 0.47% | 44 |
|
|
2024
Q1 | $772K | Sell |
19,818
-12,301
| -38% | -$479K | 0.47% | 54 |
|
|
2023
Q4 | $1.12M | Buy |
+32,119
| New | +$1.12M | 0.52% | 43 |
|