Independent Advisor Alliance’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 | $1.22M | Buy |
19,402
+423
| +2% | +$26.6K | 0.04% | 370 |
|
|
2025
Q1 | $1.13M | Sell |
18,979
-253
| -1% | -$15.1K | 0.04% | 354 |
|
|
2024
Q4 | $1.04M | Buy |
19,232
+5,138
| +36% | +$278K | 0.01% | 722 |
|
|
2024
Q3 | $643K | Buy |
14,094
+2,114
| +18% | +$96.5K | 0.02% | 406 |
|
|
2024
Q2 | $509K | Sell |
11,980
-7
| -0.1% | -$298 | 0.02% | 461 |
|
|
2024
Q1 | $467K | Sell |
11,987
-1,182
| -9% | -$46.1K | 0.02% | 467 |
|
|
2023
Q4 | $459K | Buy |
13,169
+3,770
| +40% | +$131K | 0.02% | 458 |
|
|
2023
Q3 | $317K | Sell |
9,399
-5,623
| -37% | -$189K | 0.01% | 510 |
|
|
2023
Q2 | $490K | Sell |
15,022
-224
| -1% | -$7.31K | 0.02% | 433 |
|
|
2023
Q1 | $455K | Sell |
15,246
-15,427
| -50% | -$461K | 0.02% | 440 |
|
|
2022
Q4 | $573K | Buy |
30,673
+15,965
| +109% | +$298K | 0.2% | 72 |
|
|
2022
Q3 | $421K | Buy |
14,708
+309
| +2% | +$8.85K | 0.02% | 412 |
|
|
2022
Q2 | $449K | Buy |
14,399
+873
| +6% | +$27.2K | 0.03% | 395 |
|
|
2022
Q1 | $452K | Sell |
13,526
-574
| -4% | -$19.2K | 0.02% | 417 |
|
|
2021
Q4 | $367K | Sell |
14,100
-9,914
| -41% | -$258K | 0.02% | 470 |
|
|
2021
Q3 | $623K | Buy |
24,014
+11,561
| +93% | +$300K | 0.03% | 331 |
|
|
2021
Q2 | $331K | Sell |
12,453
-1,296
| -9% | -$34.4K | 0.02% | 486 |
|
|
2021
Q1 | $326K | Sell |
13,749
-5,241
| -28% | -$124K | 0.02% | 468 |
|
|
2020
Q4 | $381K | Buy |
18,990
+1,095
| +6% | +$22K | 0.03% | 400 |
|
|
2020
Q3 | $352K | Buy |
+17,895
| New | +$352K | 0.03% | 359 |
|
|
2018
Q4 | – | Sell |
-17,049
| Closed | -$424K | – | 453 |
|
|
2018
Q3 | $424K | Buy |
+17,049
| New | +$424K | 0.08% | 206 |
|