First Foundation 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 | $504K | Sell |
8,027
-1,251
| -13% | -$78.6K | 0.02% | 237 |
|
|
2025
Q1 | $554K | Sell |
9,278
-604
| -6% | -$36.1K | 0.02% | 216 |
|
|
2024
Q4 | $535K | Buy |
9,882
+284
| +3% | +$15.4K | 0.02% | 224 |
|
|
2024
Q3 | $438K | Sell |
9,598
-1,083
| -10% | -$49.4K | 0.02% | 241 |
|
|
2024
Q2 | $454K | Sell |
10,681
-261
| -2% | -$11.1K | 0.02% | 232 |
|
|
2024
Q1 | $426K | Sell |
10,942
-1,996
| -15% | -$77.8K | 0.02% | 240 |
|
|
2023
Q4 | $451K | Sell |
12,938
-2,765
| -18% | -$96.3K | 0.02% | 242 |
|
|
2023
Q3 | $529K | Buy |
15,703
+408
| +3% | +$13.7K | 0.02% | 246 |
|
|
2023
Q2 | $499K | Buy |
15,295
+2,885
| +23% | +$94.1K | 0.02% | 250 |
|
|
2023
Q1 | $371K | Buy |
12,410
+2,559
| +26% | +$76.4K | 0.02% | 270 |
|
|
2022
Q4 | $324K | Buy |
9,851
+1,970
| +25% | +$64.8K | 0.02% | 296 |
|
|
2022
Q3 | $226K | Buy |
+7,881
| New | +$226K | 0.01% | 330 |
|
|
2022
Q2 | – | Sell |
-7,176
| Closed | -$240K | – | 459 |
|
|
2022
Q1 | $240K | Buy |
+7,176
| New | +$240K | 0.01% | 370 |
|
|
2021
Q2 | – | Sell |
-10,173
| Closed | -$241K | – | 470 |
|
|
2021
Q1 | $241K | Sell |
10,173
-1,712
| -14% | -$40.6K | 0.01% | 367 |
|
|
2020
Q4 | $238K | Sell |
11,885
-1,881
| -14% | -$37.7K | 0.01% | 362 |
|
|
2020
Q3 | $271K | Sell |
13,766
-2,161
| -14% | -$42.5K | 0.01% | 308 |
|
|
2020
Q2 | $303K | Sell |
15,927
-18,037
| -53% | -$343K | 0.02% | 280 |
|
|
2020
Q1 | $480K | Buy |
33,964
+21,966
| +183% | +$310K | 0.03% | 230 |
|
|
2019
Q4 | $284K | Sell |
11,998
-3,055
| -20% | -$72.3K | 0.01% | 299 |
|
|
2019
Q3 | $362K | Buy |
+15,053
| New | +$362K | 0.02% | 262 |
|
|
2015
Q3 | – | Sell |
-3,640
| Closed | -$209K | – | 259 |
|
|
2015
Q2 | $209K | Buy |
+3,640
| New | +$209K | 0.02% | 209 |
|