FPAS
Focus Partners Advisor Solutions’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
13,653
+1,216
| +10% | +$76.4K | 0.01% | 492 |
|
|
2025
Q1 | $743K | Buy |
12,437
+3,681
| +42% | +$220K | 0.01% | 459 |
|
|
2024
Q4 | $474K | Buy |
+8,756
| New | +$474K | 0.01% | 488 |
|
|
2024
Q3 | – | Sell |
-4,769
| Closed | -$203K | – | 777 |
|
|
2024
Q2 | $203K | Sell |
4,769
-5,425
| -53% | -$231K | 0.01% | 605 |
|
|
2024
Q1 | $397K | Buy |
+10,194
| New | +$397K | 0.01% | 406 |
|