Financial Advocates Investment Management’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 | – | Sell |
-9,205
| Closed | -$550K | – | 760 |
|
|
2025
Q1 | $550K | Sell |
9,205
-1,648
| -15% | -$98.5K | 0.04% | 401 |
|
|
2024
Q4 | $587K | Sell |
10,853
-543
| -5% | -$29.4K | 0.03% | 411 |
|
|
2024
Q3 | $520K | Sell |
11,396
-2,214
| -16% | -$101K | 0.03% | 449 |
|
|
2024
Q2 | $578K | Sell |
13,610
-2,346
| -15% | -$99.7K | 0.04% | 400 |
|
|
2024
Q1 | $622K | Buy |
15,956
+1,121
| +8% | +$43.7K | 0.04% | 412 |
|
|
2023
Q4 | $517K | Buy |
14,835
+697
| +5% | +$24.3K | 0.03% | 420 |
|
|
2023
Q3 | $476K | Sell |
14,138
-617
| -4% | -$20.8K | 0.03% | 420 |
|
|
2023
Q2 | $481K | Sell |
14,755
-265
| -2% | -$8.65K | 0.03% | 418 |
|
|
2023
Q1 | $449K | Buy |
15,020
+56
| +0.4% | +$1.67K | 0.03% | 442 |
|
|
2022
Q4 | $492K | Buy |
+14,964
| New | +$492K | 0.04% | 448 |
|
|
2022
Q3 | – | Sell |
-13,832
| Closed | -$431K | – | 837 |
|
|
2022
Q2 | $431K | Buy |
13,832
+4,689
| +51% | +$146K | 0.04% | 425 |
|
|
2022
Q1 | $305K | Buy |
+9,143
| New | +$305K | 0.02% | 572 |
|