HNWAG
High Net Worth Advisory Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
10,149
+6
| +0.1% | +$377 | 0.17% | 111 |
|
|
2025
Q1 | $606K | Buy |
10,143
+5
| +0% | +$299 | 0.17% | 111 |
|
|
2024
Q4 | $549K | Sell |
10,138
-1,100
| -10% | -$59.5K | 0.15% | 122 |
|
|
2024
Q3 | $513K | Hold |
11,238
| – | – | 0.14% | 125 |
|
|
2024
Q2 | $478K | Sell |
11,238
-1,967
| -15% | -$83.6K | 0.14% | 119 |
|
|
2024
Q1 | $515K | Sell |
13,205
-3,600
| -21% | -$140K | 0.16% | 118 |
|
|
2023
Q4 | $585K | Buy |
16,805
+1,250
| +8% | +$43.5K | 0.22% | 98 |
|
|
2023
Q3 | $524K | Sell |
15,555
-728
| -4% | -$24.5K | 0.21% | 102 |
|
|
2023
Q2 | $531K | Buy |
16,283
+3,653
| +29% | +$119K | 0.21% | 103 |
|
|
2023
Q1 | $377K | Sell |
12,630
-200
| -2% | -$5.97K | 0.15% | 126 |
|
|
2022
Q4 | $422K | Sell |
12,830
-1,607
| -11% | -$52.9K | 0.16% | 118 |
|
|
2022
Q3 | $413K | Buy |
14,437
+6,436
| +80% | +$184K | 0.18% | 117 |
|
|
2022
Q2 | $250K | Buy |
8,001
+6,613
| +476% | +$207K | 0.1% | 159 |
|
|
2022
Q1 | $46K | Sell |
1,388
-500
| -26% | -$16.6K | 0.02% | 350 |
|
|
2021
Q4 | $49K | Buy |
+1,888
| New | +$49K | 0.02% | 353 |
|