First Foundation Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
|
|||||
|
2025
Q1 | $554K | Sell |
|
|||||
|
2024
Q4 | $535K | Buy |
|
|||||
|
2024
Q3 | $438K | Sell |
|
|||||
|
2024
Q2 | $454K | Sell |
|
|||||
|
2024
Q1 | $426K | Sell |
|
|||||
|
2023
Q4 | $451K | Sell |
|
|||||
|
2023
Q3 | $529K | Buy |
|
|||||
|
2023
Q2 | $499K | Buy |
|
|||||
|
2023
Q1 | $371K | Buy |
|
|||||
|
2022
Q4 | $324K | Buy |
|
|||||
|
2022
Q3 | $226K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $240K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $241K | Sell |
|
|||||
|
2020
Q4 | $238K | Sell |
|
|||||
|
2020
Q3 | $271K | Sell |
|
|||||
|
2020
Q2 | $303K | Sell |
|
|||||
|
2020
Q1 | $480K | Buy |
|
|||||
|
2019
Q4 | $284K | Sell |
|
|||||
|
2019
Q3 | $362K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $209K | Buy |
|