FSC 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 | – | Sell |
-809
| Closed | -$48.4K | – | 258 |
|
2025
Q1 | $48.4K | Buy |
809
+7
| +0.9% | +$418 | 0.03% | 111 |
|
2024
Q4 | $43.4K | Sell |
802
-5
| -0.6% | -$271 | 0.03% | 122 |
|
2024
Q3 | $36.9K | Buy |
807
+8
| +1% | +$365 | 0.03% | 129 |
|
2024
Q2 | $34K | Buy |
799
+9
| +1% | +$382 | 0.03% | 126 |
|
2024
Q1 | $30.8K | Sell |
790
-2
| -0.3% | -$78 | 0.02% | 133 |
|
2023
Q4 | $27.6K | Hold |
792
| – | – | 0.02% | 135 |
|
2023
Q3 | $26.7K | Buy |
+792
| New | +$26.7K | 0.03% | 109 |
|