Foundations Investment 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 | $15.6M | Buy |
|
|||||
|
2025
Q1 | $11.9M | Buy |
|
|||||
|
2024
Q4 | $8.81M | Buy |
|
|||||
|
2024
Q3 | $6.53M | Buy |
|
|||||
|
2024
Q2 | $5.4M | Buy |
|
|||||
|
2024
Q1 | $4.58M | Buy |
|
|||||
|
2023
Q4 | $4.03M | Sell |
|
|||||
|
2023
Q3 | $4.13M | Sell |
|
|||||
|
2023
Q2 | $4.46M | Buy |
|
|||||
|
2023
Q1 | $3.9M | Buy |
|
|||||
|
2022
Q4 | $3.18M | Buy |
|
|||||
|
2022
Q3 | $1.12M | Buy |
|
|||||
|
2022
Q2 | $774K | Buy |
|
|||||
|
2022
Q1 | $775K | Buy |
|
|||||
|
2021
Q4 | $631K | Buy |
|
|||||
|
2021
Q3 | $508K | Buy |
|
|||||
|
2021
Q2 | $477K | Sell |
|
|||||
|
2021
Q1 | $470K | Buy |
|