Founders Financial Alliance’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 | $752K | Buy |
11,970
+346
| +3% | +$21.7K | 0.17% | 124 |
|
|
2025
Q1 | $695K | Buy |
11,624
+737
| +7% | +$44K | 0.17% | 129 |
|
|
2024
Q4 | $589K | Buy |
10,887
+47
| +0.4% | +$2.54K | 0.16% | 126 |
|
|
2024
Q3 | $495K | Buy |
10,840
+6
| +0.1% | +$274 | 0.14% | 148 |
|
|
2024
Q2 | $460K | Buy |
10,834
+1
| +0% | +$42 | 0.14% | 149 |
|
|
2024
Q1 | $422K | Sell |
10,833
-352
| -3% | -$13.7K | 0.13% | 164 |
|
|
2023
Q4 | $390K | Buy |
11,185
+237
| +2% | +$8.26K | 0.15% | 142 |
|
|
2023
Q3 | $369K | Sell |
10,948
-207
| -2% | -$6.97K | 0.16% | 135 |
|
|
2023
Q2 | $364K | Buy |
+11,155
| New | +$364K | 0.14% | 157 |
|
|
2023
Q1 | – | Sell |
-9,479
| Closed | -$312K | – | 489 |
|
|
2022
Q4 | $312K | Sell |
9,479
-1,020
| -10% | -$33.6K | 0.14% | 158 |
|
|
2022
Q3 | $301K | Buy |
10,499
+1,576
| +18% | +$45.2K | 0.15% | 150 |
|
|
2022
Q2 | $278K | Sell |
8,923
-1,322
| -13% | -$41.2K | 0.14% | 161 |
|
|
2022
Q1 | $342K | Buy |
+10,245
| New | +$342K | 0.15% | 143 |
|
|
2020
Q4 | – | Sell |
-2,490
| Closed | -$49K | – | 1246 |
|
|
2020
Q3 | $49K | Buy |
+2,490
| New | +$49K | 0.03% | 384 |
|