Independent Advisor Alliance’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 | $1.22M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $352K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $424K | Buy |
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