Guardian Wealth Management’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 |
-177
| Closed | -$10.6K | – | 219 |
|
|
2025
Q1 | $10.6K | Sell |
177
-223
| -56% | -$13.3K | 0.01% | 159 |
|
|
2024
Q4 | $21.6K | Buy |
400
+1
| +0.3% | +$54 | 0.01% | 142 |
|
|
2024
Q3 | $18.2K | Sell |
399
-3
| -0.7% | -$137 | 0.01% | 142 |
|
|
2024
Q2 | $17.1K | Sell |
402
-39
| -9% | -$1.66K | 0.01% | 142 |
|
|
2024
Q1 | $17.2K | Buy |
441
+2
| +0.5% | +$78 | 0.01% | 139 |
|
|
2023
Q4 | $15.3K | Buy |
439
+1
| +0.2% | +$35 | 0.01% | 145 |
|
|
2023
Q3 | $14.7K | Sell |
438
-160
| -27% | -$5.39K | 0.01% | 144 |
|
|
2023
Q2 | $19.5K | Buy |
598
+4
| +0.7% | +$131 | 0.02% | 137 |
|
|
2023
Q1 | $17.7K | Sell |
594
-2
| -0.3% | -$60 | 0.02% | 141 |
|
|
2022
Q4 | $19.6K | Buy |
596
+4
| +0.7% | +$132 | 0.02% | 143 |
|
|
2022
Q3 | $17K | Buy |
592
+1
| +0.2% | +$29 | 0.02% | 141 |
|
|
2022
Q2 | $18K | Buy |
591
+1
| +0.2% | +$30 | 0.02% | 140 |
|
|
2022
Q1 | $20K | Buy |
590
+7
| +1% | +$237 | 0.02% | 152 |
|
|
2021
Q4 | $15K | Buy |
+583
| New | +$15K | 0.01% | 162 |
|