IFP Advisors’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 | $1.48M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $650K | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $2.05M | Hold |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $218K | Sell |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $67K | Sell |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $135K | Sell |
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|
2019
Q3 | $167K | Buy |
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|
2019
Q1 | $100K | Sell |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $758K | Buy |
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|
2018
Q2 | $367K | Sell |
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|
2018
Q1 | $452K | Buy |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $540K | Sell |
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|
2017
Q2 | $549K | Buy |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $480K | Buy |
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|
2016
Q3 | $448K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $100K | Sell |
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|
2015
Q4 | $136K | Buy |
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