Forvis Mazars Wealth 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 | $314K | Buy |
4,994
+202
| +4% | +$12.7K | 0.01% | 346 |
|
|
2025
Q1 | $286K | Buy |
4,792
+328
| +7% | +$19.6K | 0.01% | 350 |
|
|
2024
Q4 | $242K | Sell |
4,464
-228
| -5% | -$12.3K | 0.01% | 399 |
|
|
2024
Q3 | $214K | Buy |
+4,692
| New | +$214K | ﹤0.01% | 417 |
|
|
2021
Q1 | – | Sell |
-14,603
| Closed | -$293K | – | 354 |
|
|
2020
Q4 | $293K | Buy |
14,603
+736
| +5% | +$14.8K | 0.01% | 292 |
|
|
2020
Q3 | $272K | Buy |
+13,867
| New | +$272K | 0.02% | 265 |
|