GM Advisory Group’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 | $1.13M | Buy |
18,056
+115
| +0.6% | +$7.22K | 0.06% | 135 |
|
|
2025
Q1 | $1.07M | Sell |
17,941
-33
| -0.2% | -$1.97K | 0.06% | 127 |
|
|
2024
Q4 | $973K | Sell |
17,974
-435
| -2% | -$23.5K | 0.05% | 127 |
|
|
2024
Q3 | $840K | Buy |
18,409
+3,138
| +21% | +$143K | 0.05% | 126 |
|
|
2024
Q2 | $649K | Sell |
15,271
-6
| -0% | -$255 | 0.04% | 141 |
|
|
2024
Q1 | $595K | Buy |
15,277
+300
| +2% | +$11.7K | 0.04% | 143 |
|
|
2023
Q4 | $522K | Buy |
14,977
+1,657
| +12% | +$57.7K | 0.04% | 143 |
|
|
2023
Q3 | $449K | Buy |
13,320
+160
| +1% | +$5.39K | 0.04% | 133 |
|
|
2023
Q2 | $429K | Buy |
+13,160
| New | +$429K | 0.04% | 138 |
|