Great Valley Advisor 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
$290K Sell
4,613
-154
-3% -$9.67K 0.01% 750
2025
Q1
$285K Sell
4,767
-158
-3% -$9.43K 0.01% 743
2024
Q4
$266K Sell
4,925
-235
-5% -$12.7K 0.01% 726
2024
Q3
$235K Buy
+5,160
New +$235K 0.01% 755
2023
Q1
Sell
-8,840
Closed -$291K 751
2022
Q4
$291K Buy
8,840
+877
+11% +$28.9K 0.01% 551
2022
Q3
$228K Buy
+7,963
New +$228K 0.01% 603