Heritage Wealth Advisors’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 | $26.8M | Sell |
426,509
-2,985
| -0.7% | -$187K | 1.27% | 25 |
|
|
2025
Q1 | $25.7M | Buy |
429,494
+21,063
| +5% | +$1.26M | 1.3% | 25 |
|
|
2024
Q4 | $22.1M | Sell |
408,431
-73,521
| -15% | -$3.98M | 1.1% | 27 |
|
|
2024
Q3 | $22M | Buy |
481,952
+17,233
| +4% | +$787K | 1.03% | 29 |
|
|
2024
Q2 | $19.8M | Buy |
464,719
+25,041
| +6% | +$1.06M | 0.89% | 31 |
|
|
2024
Q1 | $17.1M | Buy |
439,678
+16,162
| +4% | +$630K | 0.78% | 32 |
|
|
2023
Q4 | $14.8M | Buy |
423,516
+2,350
| +0.6% | +$81.9K | 0.73% | 33 |
|
|
2023
Q3 | $14.2M | Buy |
421,166
+10,368
| +3% | +$349K | 0.77% | 30 |
|
|
2023
Q2 | $13.4M | Buy |
410,798
+13,039
| +3% | +$425K | 0.71% | 30 |
|
|
2023
Q1 | $11.9M | Buy |
397,759
+9,424
| +2% | +$281K | 0.66% | 31 |
|
|
2022
Q4 | $12.8M | Buy |
388,335
+10,008
| +3% | +$329K | 0.74% | 31 |
|
|
2022
Q3 | $10.8M | Buy |
378,327
+13,742
| +4% | +$393K | 0.79% | 30 |
|
|
2022
Q2 | $11.4M | Buy |
364,585
+100,479
| +38% | +$3.14M | 0.79% | 30 |
|
|
2022
Q1 | $8.82M | Buy |
264,106
+23,750
| +10% | +$794K | 0.49% | 33 |
|
|
2021
Q4 | $6.26M | Buy |
240,356
+42,928
| +22% | +$1.12M | 0.34% | 38 |
|
|
2021
Q3 | $5.12M | Buy |
197,428
+42,177
| +27% | +$1.09M | 0.31% | 39 |
|
|
2021
Q2 | $4.12M | Buy |
155,251
+64,293
| +71% | +$1.71M | 0.25% | 42 |
|
|
2021
Q1 | $2.15M | Buy |
90,958
+87,536
| +2,558% | +$2.07M | 0.13% | 55 |
|
|
2020
Q4 | $69K | Buy |
3,422
+1,772
| +107% | +$35.7K | ﹤0.01% | 295 |
|
|
2020
Q3 | $32.4K | Buy |
+1,650
| New | +$32.4K | ﹤0.01% | 311 |
|
|
2020
Q1 | – | Sell |
-5,611
| Closed | -$133K | – | 589 |
|
|
2019
Q4 | $133K | Sell |
5,611
-40,445
| -88% | -$959K | 0.02% | 205 |
|
|
2019
Q3 | $1.11M | Buy |
46,056
+336
| +0.7% | +$8.08K | 0.16% | 58 |
|
|
2019
Q2 | $1.28M | Buy |
45,720
+352
| +0.8% | +$9.87K | 0.2% | 52 |
|
|
2019
Q1 | $1.3M | Sell |
45,368
-29,795
| -40% | -$856K | 0.21% | 44 |
|
|
2018
Q4 | $1.66M | Buy |
75,163
+931
| +1% | +$20.5K | 0.32% | 41 |
|
|
2018
Q3 | $2.02M | Buy |
+74,232
| New | +$2.02M | 0.4% | 36 |
|
|
2015
Q2 | – | Sell |
-11,106
| Closed | -$565K | – | 91 |
|
|
2015
Q1 | $565K | Buy |
+11,106
| New | +$565K | 0.47% | 41 |
|