EverSource Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
18,007
+6,573
| +57% | +$413K | 0.05% | 246 |
|
|
2025
Q1 | $683K | Buy |
11,434
+2,473
| +28% | +$148K | 0.04% | 319 |
|
|
2024
Q4 | $485K | Buy |
8,961
+848
| +10% | +$45.9K | 0.03% | 378 |
|
|
2024
Q3 | $370K | Sell |
8,113
-512
| -6% | -$23.4K | 0.02% | 391 |
|
|
2024
Q2 | $370K | Buy |
8,625
+166
| +2% | +$7.13K | 0.02% | 378 |
|
|
2024
Q1 | $324K | Sell |
8,459
-188
| -2% | -$7.21K | 0.03% | 357 |
|
|
2023
Q4 | $301K | Buy |
8,647
+771
| +10% | +$26.9K | 0.03% | 336 |
|
|
2023
Q3 | $265K | Buy |
7,876
+218
| +3% | +$7.35K | 0.03% | 341 |
|
|
2023
Q2 | $250K | Buy |
7,658
+1,409
| +23% | +$46K | 0.03% | 348 |
|
|
2023
Q1 | $187K | Sell |
6,249
-2,405
| -28% | -$71.8K | 0.02% | 380 |
|
|
2022
Q4 | $285K | Buy |
8,654
+557
| +7% | +$18.3K | 0.04% | 290 |
|
|
2022
Q3 | $232K | Buy |
8,097
+3,542
| +78% | +$101K | 0.05% | 280 |
|
|
2022
Q2 | $142K | Sell |
4,555
-446
| -9% | -$13.9K | 0.04% | 307 |
|
|
2022
Q1 | $167K | Buy |
5,001
+3,229
| +182% | +$108K | 0.04% | 270 |
|
|
2021
Q4 | $46K | Buy |
+1,772
| New | +$46K | 0.01% | 445 |
|