IWA
IBEX Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
346,789
+6,502
| +2% | +$408K | 2.32% | 6 |
|
|
2025
Q1 | $20.3M | Buy |
340,287
+2,954
| +0.9% | +$177K | 2.69% | 5 |
|
|
2024
Q4 | $18.3M | Buy |
+337,333
| New | +$18.3M | 2.15% | 6 |
|
|
2024
Q3 | – | Sell |
-321,569
| Closed | -$13.7M | – | 278 |
|
|
2024
Q2 | $13.7M | Sell |
321,569
-2,994
| -0.9% | -$127K | 2.13% | 8 |
|
|
2024
Q1 | $10.7M | Buy |
324,563
+324,247
| +102,610% | +$10.7M | 2.89% | 6 |
|
|
2023
Q4 | $11K | Sell |
316
-315,141
| -100% | -$11M | 2.39% | 7 |
|
|
2023
Q3 | $10.6M | Buy |
+315,457
| New | +$10.6M | 2.71% | 6 |
|
|
2023
Q1 | $9.91M | Buy |
331,893
+7,330
| +2% | +$219K | 2.57% | 7 |
|
|
2022
Q4 | $10.7M | Sell |
324,563
-863
| -0.3% | -$28.4K | 2.41% | 6 |
|
|
2022
Q3 | $9.32M | Buy |
325,426
+99,316
| +44% | +$2.84M | 2.42% | 7 |
|
|
2022
Q2 | $7.06M | Buy |
226,110
+7,205
| +3% | +$225K | 1.63% | 16 |
|
|
2022
Q1 | $7.31M | Buy |
218,905
+29,683
| +16% | +$992K | 1.4% | 22 |
|
|
2021
Q4 | $4.93M | Buy |
+189,222
| New | +$4.93M | 0.87% | 35 |
|
|
2020
Q4 | – | Sell |
-101,027
| Closed | -$1.99M | – | 110 |
|
|
2020
Q3 | $1.99M | Sell |
101,027
-1,082
| -1% | -$21.3K | 0.58% | 65 |
|
|
2020
Q2 | $1.94M | Sell |
102,109
-7,580
| -7% | -$144K | 0.62% | 65 |
|
|
2020
Q1 | $1.55M | Buy |
+109,689
| New | +$1.55M | 0.6% | 69 |
|
|
2019
Q4 | – | Sell |
-34,686
| Closed | -$835K | – | 112 |
|
|
2019
Q3 | $835K | Buy |
34,686
+351
| +1% | +$8.45K | 0.28% | 86 |
|
|
2019
Q2 | $962K | Buy |
34,335
+2,435
| +8% | +$68.2K | 0.28% | 104 |
|
|
2019
Q1 | $916K | Buy |
+31,900
| New | +$916K | 0.32% | 89 |
|
|
2018
Q4 | – | Sell |
-68,278
| Closed | -$1.89M | – | 103 |
|
|
2018
Q3 | $1.89M | Buy |
+68,278
| New | +$1.89M | 0.68% | 62 |
|