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 |
|