J.W. Cole Advisors’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 | $2.93M | Buy |
46,698
+11,786
| +34% | +$740K | 0.06% | 297 |
|
|
2025
Q1 | $2.09M | Buy |
34,912
+23,283
| +200% | +$1.39M | 0.06% | 309 |
|
|
2024
Q4 | $629K | Buy |
11,629
+1,392
| +14% | +$75.3K | 0.03% | 538 |
|
|
2024
Q3 | $467K | Buy |
10,237
+939
| +10% | +$42.9K | 0.02% | 619 |
|
|
2024
Q2 | $395K | Buy |
9,298
+257
| +3% | +$10.9K | 0.02% | 601 |
|
|
2024
Q1 | $352K | Buy |
+9,041
| New | +$352K | 0.02% | 635 |
|
|
2022
Q4 | – | Sell |
-7,085
| Closed | -$203K | – | 773 |
|
|
2022
Q3 | $203K | Buy |
+7,085
| New | +$203K | 0.02% | 670 |
|
|
2020
Q4 | – | Sell |
-17,269
| Closed | -$339K | – | 883 |
|
|
2020
Q3 | $339K | Buy |
+17,269
| New | +$339K | 0.03% | 503 |
|