HighPoint Advisor 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
$2M Sell
2025
Q1
$1.94M Buy
2024
Q4
$1.74M Sell
2024
Q3
$1.71M Sell
2024
Q2
$1.5M Buy
2024
Q1
$1.29M Sell
2023
Q4
$1.34M Buy
2022
Q2
$739K Buy
2021
Q3
$533K Buy
2021
Q2
$527K Buy
2021
Q1
$353K Sell
2020
Q4
$337K Buy
2019
Q2
Sell
2019
Q1
$388K Buy
2018
Q4
$378K Buy
2018
Q3
Sell
2018
Q2
$303K Buy