GHP Investment 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 | $50.2K | Hold |
800
| – | – | ﹤0.01% | 514 |
|
|
2025
Q1 | $47.8K | Sell |
800
-195
| -20% | -$11.7K | ﹤0.01% | 508 |
|
|
2024
Q4 | $53.9K | Buy |
995
+195
| +24% | +$10.6K | ﹤0.01% | 498 |
|
|
2024
Q3 | $36.5K | Hold |
800
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $34K | Buy |
+800
| New | +$34K | ﹤0.01% | 535 |
|
|
2023
Q3 | – | Sell |
-671
| Closed | -$23.7K | – | 975 |
|
|
2023
Q2 | $23.7K | Buy |
671
+388
| +137% | +$13.7K | ﹤0.01% | 572 |
|
|
2023
Q1 | $8.45K | Buy |
283
+108
| +62% | +$3.23K | ﹤0.01% | 719 |
|
|
2022
Q4 | $5.76K | Hold |
175
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 789 |
|
|
2022
Q2 | $5K | Sell |
175
-92
| -34% | -$2.63K | ﹤0.01% | 808 |
|
|
2022
Q1 | $9K | Buy |
+267
| New | +$9K | ﹤0.01% | 747 |
|