HHM 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 | $8.1K | Sell |
129
-271
| -68% | -$17K | ﹤0.01% | 639 |
|
|
2025
Q1 | $23.9K | Sell |
400
-100
| -20% | -$5.98K | ﹤0.01% | 479 |
|
|
2024
Q4 | $27.1K | Buy |
500
+29
| +6% | +$1.57K | ﹤0.01% | 450 |
|
|
2024
Q3 | $21.5K | Hold |
471
| – | – | ﹤0.01% | 452 |
|
|
2024
Q2 | $20K | Buy |
471
+200
| +74% | +$8.5K | ﹤0.01% | 449 |
|
|
2024
Q1 | $10.6K | Hold |
271
| – | – | ﹤0.01% | 510 |
|
|
2023
Q4 | $9.44K | Hold |
271
| – | – | ﹤0.01% | 524 |
|
|
2023
Q3 | $9.13K | Hold |
271
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $8.84K | Hold |
271
| – | – | ﹤0.01% | 554 |
|
|
2023
Q1 | $8.09K | Sell |
271
-160
| -37% | -$4.78K | ﹤0.01% | 556 |
|
|
2022
Q4 | $14.2K | Hold |
431
| – | – | ﹤0.01% | 404 |
|
|
2022
Q3 | $12K | Sell |
431
-2,450
| -85% | -$68.2K | ﹤0.01% | 417 |
|
|
2022
Q2 | $90K | Sell |
2,881
-249
| -8% | -$7.78K | 0.02% | 201 |
|
|
2022
Q1 | $105K | Hold |
3,130
| – | – | 0.02% | 216 |
|
|
2021
Q4 | $82K | Hold |
3,130
| – | – | 0.02% | 244 |
|
|
2021
Q3 | $81K | Hold |
3,130
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $83K | Buy |
3,130
+271
| +9% | +$7.19K | 0.02% | 228 |
|
|
2021
Q1 | $68K | Hold |
2,859
| – | – | 0.02% | 237 |
|
|
2020
Q4 | $57K | Buy |
2,859
+160
| +6% | +$3.19K | 0.02% | 243 |
|
|
2020
Q3 | $53K | Sell |
2,699
-475
| -15% | -$9.33K | 0.02% | 217 |
|
|
2020
Q2 | $60K | Hold |
3,174
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $45K | Buy |
+3,174
| New | +$45K | 0.02% | 216 |
|