Genesee Capital 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 | $2.22M | Sell |
35,366
-316
| -0.9% | -$19.8K | 1% | 24 |
|
|
2025
Q1 | $2.13M | Buy |
35,682
+785
| +2% | +$46.9K | 1.07% | 20 |
|
|
2024
Q4 | $1.89M | Sell |
34,897
-464
| -1% | -$25.1K | 0.88% | 28 |
|
|
2024
Q3 | $1.61M | Sell |
35,361
-2,795
| -7% | -$128K | 0.78% | 29 |
|
|
2024
Q2 | $1.62M | Sell |
38,156
-446
| -1% | -$19K | 0.8% | 31 |
|
|
2024
Q1 | $1.5M | Buy |
38,602
+118
| +0.3% | +$4.6K | 0.82% | 31 |
|
|
2023
Q4 | $1.34M | Buy |
38,484
+3,205
| +9% | +$112K | 0.83% | 32 |
|
|
2023
Q3 | $1.19M | Sell |
35,279
-875
| -2% | -$29.5K | 0.85% | 34 |
|
|
2023
Q2 | $1.18M | Sell |
36,154
-507
| -1% | -$16.5K | 0.8% | 36 |
|
|
2023
Q1 | $1.09M | Buy |
36,661
+387
| +1% | +$11.6K | 0.78% | 37 |
|
|
2022
Q4 | $1.19M | Buy |
36,274
+1,847
| +5% | +$60.8K | 0.89% | 36 |
|
|
2022
Q3 | $986K | Buy |
34,427
+571
| +2% | +$16.4K | 0.75% | 45 |
|
|
2022
Q2 | $1.06M | Buy |
+33,856
| New | +$1.06M | 0.74% | 46 |
|