Glass Jacobson 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 | – | Sell |
-164
| Closed | -$8.88K | – | 858 |
|
|
2025
Q1 | $8.88K | Hold |
164
| – | – | ﹤0.01% | 611 |
|
|
2024
Q4 | $8.88K | Buy |
164
+42
| +34% | +$2.27K | ﹤0.01% | 611 |
|
|
2024
Q3 | $5.57K | Hold |
122
| – | – | ﹤0.01% | 622 |
|
|
2024
Q2 | $5.19K | Hold |
122
| – | – | ﹤0.01% | 616 |
|
|
2024
Q1 | $4.76K | Hold |
122
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $4.25K | Sell |
122
-41
| -25% | -$1.43K | ﹤0.01% | 604 |
|
|
2023
Q3 | $5.49K | Sell |
163
-11
| -6% | -$371 | ﹤0.01% | 560 |
|
|
2023
Q2 | $5.68K | Buy |
+174
| New | +$5.68K | ﹤0.01% | 568 |
|
|
2022
Q4 | $5.33K | Buy |
+162
| New | +$5.33K | ﹤0.01% | 583 |
|