HBK Sorce 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 | $794K | Buy |
12,646
+146
| +1% | +$9.17K | 0.02% | 264 |
|
|
2025
Q1 | $747K | Sell |
12,500
-397
| -3% | -$23.7K | 0.02% | 263 |
|
|
2024
Q4 | $698K | Buy |
12,897
+1,013
| +9% | +$54.8K | 0.02% | 271 |
|
|
2024
Q3 | $543K | Sell |
11,884
-1,124
| -9% | -$51.3K | 0.02% | 315 |
|
|
2024
Q2 | $553K | Sell |
13,008
-682
| -5% | -$29K | 0.02% | 305 |
|
|
2024
Q1 | $534K | Buy |
13,690
+371
| +3% | +$14.5K | 0.02% | 321 |
|
|
2023
Q4 | $464K | Sell |
13,319
-491
| -4% | -$17.1K | 0.02% | 331 |
|
|
2023
Q3 | $465K | Sell |
13,810
-42
| -0.3% | -$1.42K | 0.02% | 318 |
|
|
2023
Q2 | $452K | Buy |
13,852
+93
| +0.7% | +$3.04K | 0.02% | 352 |
|
|
2023
Q1 | $411K | Sell |
13,759
-7,169
| -34% | -$214K | 0.02% | 368 |
|
|
2022
Q4 | $689K | Buy |
20,928
+11,364
| +119% | +$374K | 0.02% | 355 |
|
|
2022
Q3 | $274K | Buy |
9,564
+197
| +2% | +$5.64K | 0.02% | 383 |
|
|
2022
Q2 | $292K | Buy |
9,367
+1
| +0% | +$31 | 0.02% | 338 |
|
|
2022
Q1 | $313K | Sell |
9,366
-1,848
| -16% | -$61.8K | 0.02% | 390 |
|
|
2021
Q4 | $292K | Buy |
11,214
+485
| +5% | +$12.6K | 0.01% | 448 |
|
|
2021
Q3 | $278K | Buy |
+10,729
| New | +$278K | 0.02% | 465 |
|