GoalVest Advisory’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 | $2.05M | Buy |
32,628
+681
| +2% | +$42.8K | 0.51% | 33 |
|
|
2025
Q1 | $1.91M | Buy |
31,947
+1,542
| +5% | +$92.2K | 0.52% | 33 |
|
|
2024
Q4 | $1.65M | Sell |
30,405
-2,336
| -7% | -$126K | 0.45% | 35 |
|
|
2024
Q3 | $1.49M | Buy |
32,741
+974
| +3% | +$44.5K | 0.43% | 42 |
|
|
2024
Q2 | $1.35M | Sell |
31,767
-5,713
| -15% | -$243K | 0.43% | 39 |
|
|
2024
Q1 | $1.46M | Buy |
37,480
+1,327
| +4% | +$51.7K | 0.49% | 32 |
|
|
2023
Q4 | $1.26M | Buy |
36,153
+3,454
| +11% | +$120K | 0.55% | 22 |
|
|
2023
Q3 | $1.1M | Buy |
32,699
+374
| +1% | +$12.6K | 0.55% | 27 |
|
|
2023
Q2 | $1.05M | Sell |
32,325
-9,675
| -23% | -$316K | 0.54% | 26 |
|
|
2023
Q1 | $1.25M | Buy |
42,000
+6,398
| +18% | +$191K | 0.73% | 32 |
|
|
2022
Q4 | $1.17M | Buy |
35,602
+4,145
| +13% | +$136K | 0.76% | 31 |
|
|
2022
Q3 | $901K | Buy |
31,457
+5,686
| +22% | +$163K | 0.63% | 43 |
|
|
2022
Q2 | $777K | Buy |
25,771
+25,181
| +4,268% | +$759K | 0.49% | 66 |
|
|
2022
Q1 | $20K | Buy |
+590
| New | +$20K | 0.01% | 197 |
|