High Net Worth Advisory Group’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
Q2 | $637K | Buy |
|
|||||
|
2025
Q1 | $606K | Buy |
|
|||||
|
2024
Q4 | $549K | Sell |
|
|||||
|
2024
Q3 | $513K | Hold |
|
|||||
|
2024
Q2 | $478K | Sell |
|
|||||
|
2024
Q1 | $515K | Sell |
|
|||||
|
2023
Q4 | $585K | Buy |
|
|||||
|
2023
Q3 | $524K | Sell |
|
|||||
|
2023
Q2 | $531K | Buy |
|
|||||
|
2023
Q1 | $377K | Sell |
|
|||||
|
2022
Q4 | $422K | Sell |
|
|||||
|
2022
Q3 | $413K | Buy |
|
|||||
|
2022
Q2 | $250K | Buy |
|
|||||
|
2022
Q1 | $46K | Sell |
|
|||||
|
2021
Q4 | $49K | Buy |
|