IFG Advisory’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 | $201K | Sell |
3,204
-1,796
| -36% | -$113K | 0.01% | 720 |
|
|
2025
Q1 | $299K | Hold |
5,000
| – | – | 0.02% | 567 |
|
|
2024
Q4 | $271K | Buy |
+5,000
| New | +$271K | 0.02% | 556 |
|
|
2024
Q3 | – | Sell |
-8,782
| Closed | -$373K | – | 626 |
|
|
2024
Q2 | $373K | Buy |
+8,782
| New | +$373K | 0.02% | 458 |
|