HAG
HighPoint Advisor Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
31,803
-738
| -2% | -$46.4K | 0.11% | 155 |
|
|
2025
Q1 | $1.94M | Buy |
32,541
+1,033
| +3% | +$61.6K | 0.11% | 145 |
|
|
2024
Q4 | $1.74M | Sell |
31,508
-1,726
| -5% | -$95.3K | 0.09% | 170 |
|
|
2024
Q3 | $1.71M | Sell |
33,234
-1,776
| -5% | -$91.6K | 0.1% | 163 |
|
|
2024
Q2 | $1.5M | Buy |
35,010
+2,395
| +7% | +$103K | 0.09% | 171 |
|
|
2024
Q1 | $1.29M | Sell |
32,615
-2,365
| -7% | -$93.8K | 0.09% | 175 |
|
|
2023
Q4 | $1.34M | Buy |
+34,980
| New | +$1.34M | 0.1% | 177 |
|
|
2022
Q2 | $739K | Buy |
+24,854
| New | +$739K | 0.08% | 199 |
|
|
2021
Q3 | $533K | Buy |
20,548
+684
| +3% | +$17.7K | 0.05% | 294 |
|
|
2021
Q2 | $527K | Buy |
19,864
+4,905
| +33% | +$130K | 0.05% | 286 |
|
|
2021
Q1 | $353K | Sell |
14,959
-160
| -1% | -$3.78K | 0.04% | 341 |
|
|
2020
Q4 | $337K | Buy |
+15,119
| New | +$337K | 0.04% | 330 |
|
|
2019
Q2 | – | Sell |
-14,100
| Closed | -$388K | – | 504 |
|
|
2019
Q1 | $388K | Buy |
14,100
+282
| +2% | +$7.76K | 0.1% | 193 |
|
|
2018
Q4 | $378K | Buy |
+13,818
| New | +$378K | 0.1% | 194 |
|
|
2018
Q3 | – | Sell |
-10,096
| Closed | -$303K | – | 367 |
|
|
2018
Q2 | $303K | Buy |
+10,096
| New | +$303K | 0.08% | 229 |
|