FSB Premier Wealth Management’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 | $283K | Sell |
4,508
-376
| -8% | -$23.6K | 0.1% | 178 |
|
|
2025
Q1 | $292K | Buy |
4,884
+201
| +4% | +$12K | 0.11% | 171 |
|
|
2024
Q4 | $253K | Sell |
4,683
-350
| -7% | -$18.9K | 0.1% | 185 |
|
|
2024
Q3 | $230K | Buy |
+5,033
| New | +$230K | 0.09% | 190 |
|
|
2024
Q1 | – | Sell |
-6,029
| Closed | -$210K | – | 186 |
|
|
2023
Q4 | $210K | Buy |
+6,029
| New | +$210K | 0.11% | 163 |
|
|
2022
Q1 | – | Sell |
-233
| Closed | -$6K | – | 505 |
|
|
2021
Q4 | $6K | Buy |
+233
| New | +$6K | ﹤0.01% | 447 |
|