JFS Wealth 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 | $40.5K | Buy |
645
+10
| +2% | +$628 | ﹤0.01% | 506 |
|
|
2025
Q1 | $37.9K | Hold |
635
| – | – | ﹤0.01% | 527 |
|
|
2024
Q4 | $34.4K | Hold |
635
| – | – | ﹤0.01% | 526 |
|
|
2024
Q3 | $29K | Sell |
635
-1,435
| -69% | -$65.5K | ﹤0.01% | 563 |
|
|
2024
Q2 | $88K | Sell |
2,070
-379
| -15% | -$16.1K | 0.01% | 327 |
|
|
2024
Q1 | $95.4K | Sell |
2,449
-225
| -8% | -$8.77K | 0.01% | 320 |
|
|
2023
Q4 | $93.1K | Buy |
2,674
+209
| +8% | +$7.28K | 0.01% | 316 |
|
|
2023
Q3 | $83.1K | Buy |
2,465
+22
| +0.9% | +$741 | 0.01% | 299 |
|
|
2023
Q2 | $79.7K | Sell |
2,443
-84
| -3% | -$2.74K | 0.01% | 304 |
|
|
2023
Q1 | $75.5K | Buy |
2,527
+33
| +1% | +$985 | 0.01% | 315 |
|
|
2022
Q4 | $82.1K | Buy |
2,494
+1,648
| +195% | +$54.2K | 0.01% | 306 |
|
|
2022
Q3 | $24K | Sell |
846
-112
| -12% | -$3.18K | ﹤0.01% | 535 |
|
|
2022
Q2 | $30K | Buy |
958
+539
| +129% | +$16.9K | ﹤0.01% | 506 |
|
|
2022
Q1 | $14K | Buy |
419
+277
| +195% | +$9.26K | ﹤0.01% | 702 |
|
|
2021
Q4 | $4K | Buy |
+142
| New | +$4K | ﹤0.01% | 892 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 529 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 449 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2014
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 364 |
|