FAS Wealth Partners’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 | $599K | Buy |
9,543
+75
| +0.8% | +$4.71K | 0.04% | 200 |
|
|
2025
Q1 | $566K | Buy |
9,468
+355
| +4% | +$21.2K | 0.05% | 190 |
|
|
2024
Q4 | $493K | Buy |
9,113
+80
| +0.9% | +$4.33K | 0.04% | 211 |
|
|
2024
Q3 | $412K | Sell |
9,033
-352
| -4% | -$16.1K | 0.03% | 228 |
|
|
2024
Q2 | $399K | Buy |
9,385
+92
| +1% | +$3.91K | 0.03% | 229 |
|
|
2024
Q1 | $362K | Buy |
9,293
+27
| +0.3% | +$1.05K | 0.03% | 241 |
|
|
2023
Q4 | $323K | Buy |
9,266
+287
| +3% | +$10K | 0.03% | 240 |
|
|
2023
Q3 | $303K | Buy |
8,979
+103
| +1% | +$3.47K | 0.03% | 236 |
|
|
2023
Q2 | $290K | Buy |
8,876
+108
| +1% | +$3.52K | 0.04% | 222 |
|
|
2023
Q1 | $262K | Buy |
8,768
+4
| +0% | +$119 | 0.03% | 251 |
|
|
2022
Q4 | $288K | Buy |
8,764
+208
| +2% | +$6.84K | 0.03% | 244 |
|
|
2022
Q3 | $245K | Buy |
8,556
+6
| +0.1% | +$172 | 0.03% | 249 |
|
|
2022
Q2 | $267K | Buy |
+8,550
| New | +$267K | 0.03% | 240 |
|