HF Advisory Group’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 | $750K | Sell |
11,936
-969
| -8% | -$60.9K | 0.3% | 105 |
|
|
2025
Q1 | $771K | Sell |
12,905
-1,124
| -8% | -$67.2K | 0.34% | 104 |
|
|
2024
Q4 | $759K | Sell |
14,029
-2,570
| -15% | -$139K | 0.35% | 98 |
|
|
2024
Q3 | $758K | Sell |
16,599
-642
| -4% | -$29.3K | 0.35% | 102 |
|
|
2024
Q2 | $733K | Sell |
17,241
-309
| -2% | -$13.1K | 0.38% | 96 |
|
|
2024
Q1 | $684K | Buy |
17,550
+3,767
| +27% | +$147K | 0.38% | 91 |
|
|
2023
Q4 | $480K | Sell |
13,783
-1,452
| -10% | -$50.6K | 0.31% | 104 |
|
|
2023
Q3 | $512K | Sell |
15,235
-432
| -3% | -$14.5K | 0.38% | 87 |
|
|
2023
Q2 | $511K | Buy |
+15,667
| New | +$511K | 0.4% | 81 |
|