FWM
FFT Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Hold |
107,582
| – | – | 1.22% | 18 |
|
|
2025
Q1 | $6.43M | Buy |
107,582
+1,905
| +2% | +$114K | 1.34% | 17 |
|
|
2024
Q4 | $5.72M | Buy |
105,677
+971
| +0.9% | +$52.6K | 0.43% | 30 |
|
|
2024
Q3 | $4.78M | Buy |
104,706
+1,253
| +1% | +$57.2K | 0.36% | 34 |
|
|
2024
Q2 | $4.4M | Buy |
103,453
+1,148
| +1% | +$48.8K | 0.39% | 31 |
|
|
2024
Q1 | $3.99M | Buy |
+102,305
| New | +$3.99M | 0.34% | 32 |
|
|
2021
Q3 | – | Sell |
-436
| Closed | -$12K | – | 246 |
|
|
2021
Q2 | $12K | Buy |
+436
| New | +$12K | ﹤0.01% | 227 |
|
|
2017
Q3 | – | Sell |
-27,604
| Closed | -$836K | – | 73 |
|
|
2017
Q2 | $836K | Hold |
27,604
| – | – | 0.27% | 38 |
|
|
2017
Q1 | $817K | Buy |
27,604
+1,802
| +7% | +$53.3K | 0.26% | 41 |
|
|
2016
Q4 | $803K | Buy |
+25,802
| New | +$803K | 0.19% | 50 |
|