Integrated Advisors Network’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 | $585K | Sell |
9,308
-657
| -7% | -$41.3K | 0.03% | 462 |
|
|
2025
Q1 | $596K | Sell |
9,965
-164
| -2% | -$9.8K | 0.03% | 424 |
|
|
2024
Q4 | $548K | Buy |
10,129
+99
| +1% | +$5.36K | 0.03% | 425 |
|
|
2024
Q3 | $458K | Buy |
10,030
+84
| +0.8% | +$3.84K | 0.02% | 491 |
|
|
2024
Q2 | $423K | Buy |
9,946
+764
| +8% | +$32.5K | 0.02% | 489 |
|
|
2024
Q1 | $358K | Buy |
9,182
+192
| +2% | +$7.48K | 0.02% | 546 |
|
|
2023
Q4 | $313K | Buy |
8,990
+437
| +5% | +$15.2K | 0.02% | 537 |
|
|
2023
Q3 | $288K | Buy |
8,553
+324
| +4% | +$10.9K | 0.02% | 540 |
|
|
2023
Q2 | $269K | Buy |
8,229
+55
| +0.7% | +$1.8K | 0.02% | 569 |
|
|
2023
Q1 | $244K | Sell |
8,174
-79
| -1% | -$2.36K | 0.01% | 594 |
|
|
2022
Q4 | $272K | Buy |
8,253
+27
| +0.3% | +$888 | 0.02% | 529 |
|
|
2022
Q3 | $236K | Buy |
8,226
+1,090
| +15% | +$31.3K | 0.02% | 559 |
|
|
2022
Q2 | $223K | Sell |
7,136
-2,760
| -28% | -$86.3K | 0.01% | 596 |
|
|
2022
Q1 | $331K | Buy |
+9,896
| New | +$331K | 0.02% | 523 |
|