Icon Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
117,399
+88
| +0.1% | +$5.53K | 0.53% | 40 |
|
|
2025
Q1 | $7.01M | Buy |
117,311
+986
| +0.8% | +$58.9K | 0.58% | 38 |
|
|
2024
Q4 | $6.3M | Buy |
116,325
+3,653
| +3% | +$198K | 0.52% | 41 |
|
|
2024
Q3 | $5.14M | Sell |
112,672
-830
| -0.7% | -$37.9K | 0.43% | 48 |
|
|
2024
Q2 | $4.87M | Buy |
113,502
+9,670
| +9% | +$415K | 0.43% | 48 |
|
|
2024
Q1 | $4.05M | Sell |
103,832
-6,600
| -6% | -$257K | 0.38% | 55 |
|
|
2023
Q4 | $3.85M | Buy |
+110,432
| New | +$3.85M | 0.4% | 53 |
|
|
2022
Q4 | $3.95M | Buy |
119,914
+3,542
| +3% | +$117K | 0.45% | 59 |
|
|
2022
Q3 | $3.33M | Buy |
+116,372
| New | +$3.33M | 0.4% | 59 |
|