Herold 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 | $704K | Sell |
11,212
-336
| -3% | -$21.1K | 0.15% | 153 |
|
|
2025
Q1 | $690K | Buy |
+11,548
| New | +$690K | 0.15% | 154 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$83.5K | – | 675 |
|
|
2022
Q1 | $83.5K | Buy |
+2,500
| New | +$83.5K | 0.03% | 295 |
|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$64K | – | 650 |
|
|
2021
Q3 | $64K | Buy |
+2,500
| New | +$64K | 0.02% | 339 |
|