Farther Finance 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 | $1.5M | Buy |
23,922
+3,634
| +18% | +$228K | 0.03% | 453 |
|
|
2025
Q1 | $1.23M | Buy |
20,288
+1,500
| +8% | +$90.9K | 0.03% | 431 |
|
|
2024
Q4 | $1.02M | Sell |
18,788
-1,108
| -6% | -$60K | 0.04% | 368 |
|
|
2024
Q3 | $908K | Buy |
19,896
+1,263
| +7% | +$57.7K | 0.03% | 378 |
|
|
2024
Q2 | $790K | Buy |
18,633
+964
| +5% | +$40.9K | 0.04% | 355 |
|
|
2024
Q1 | $687K | Buy |
17,669
+1,159
| +7% | +$45.1K | 0.04% | 322 |
|
|
2023
Q4 | $575K | Buy |
16,510
+10,282
| +165% | +$358K | 0.04% | 322 |
|
|
2023
Q3 | $210K | Buy |
6,228
+1,106
| +22% | +$37.3K | 0.03% | 372 |
|
|
2023
Q2 | $167K | Buy |
5,122
+2,372
| +86% | +$77.4K | 0.04% | 340 |
|
|
2023
Q1 | $82.1K | Buy |
2,750
+698
| +34% | +$20.8K | 0.02% | 463 |
|
|
2022
Q4 | $67.5K | Buy |
+2,052
| New | +$67.5K | 0.03% | 425 |
|