HBK Sorce Advisory’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $775K | Sell |
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|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $747K | Sell |
|
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|
2024
Q4 | $698K | Buy |
|
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|
2024
Q3 | $543K | Sell |
|
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|
2024
Q2 | $553K | Sell |
|
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|
2024
Q1 | $534K | Buy |
|
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|
2023
Q4 | $464K | Sell |
|
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|
2023
Q3 | $465K | Sell |
|
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|
2023
Q2 | $452K | Buy |
|
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|
2023
Q1 | $411K | Sell |
|
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $292K | Buy |
|
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $278K | Buy |
|