JNBA Financial Advisors’s Williams Companies WMB Stock Holding History

JNBA Financial Advisors’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$70.3K	Hold	1,120	–	–	0.01%	263
2025 Q1	$66.9K	Hold	1,120	–	–	0.01%	251
2024 Q4	$60.6K	Hold	1,120	–	–	0.01%	266
2024 Q3	$51.1K	Sell	1,120 -166	-13%	-$7.58K	0.01%	285
2024 Q2	$54.7K	Hold	1,286	–	–	0.01%	275
2024 Q1	$50.1K	Hold	1,286	–	–	0.01%	287
2023 Q4	$44.8K	Sell	1,286 -444	-26%	-$15.5K	0.01%	295
2023 Q3	$58.3K	Buy	1,730 +470	+37%	+$15.8K	0.01%	268
2023 Q2	$41.1K	Sell	1,260 -162	-11%	-$5.29K	﹤0.01%	308
2023 Q1	$42.5K	Buy	1,422 +442	+45%	+$13.2K	0.01%	301
2022 Q4	$32.2K	Hold	980	–	–	﹤0.01%	321
2022 Q3	$28K	Hold	980	–	–	﹤0.01%	338
2022 Q2	$31K	Hold	980	–	–	﹤0.01%	337
2022 Q1	$33K	Sell	980 -200	-17%	-$6.74K	﹤0.01%	342
2021 Q4	$31K	Hold	1,180	–	–	﹤0.01%	361
2021 Q3	$31K	Hold	1,180	–	–	﹤0.01%	355
2021 Q2	$31K	Hold	1,180	–	–	﹤0.01%	349
2021 Q1	$28K	Hold	1,180	–	–	﹤0.01%	352
2020 Q4	$24K	Hold	1,180	–	–	﹤0.01%	347
2020 Q3	$23K	Hold	1,180	–	–	﹤0.01%	325
2020 Q2	$22K	Hold	1,180	–	–	﹤0.01%	323
2020 Q1	$17K	Hold	1,180	–	–	﹤0.01%	329
2019 Q4	$28K	Hold	1,180	–	–	0.01%	314
2019 Q3	$28K	Hold	1,180	–	–	0.01%	299
2019 Q2	$33K	Hold	1,180	–	–	0.01%	284
2019 Q1	$34K	Hold	1,180	–	–	0.01%	269
2018 Q4	$26K	Buy	1,180 +480	+69%	+$10.6K	0.01%	276
2018 Q3	$19K	Buy	700 +500	+250%	+$13.6K	0.01%	321
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	461
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	428
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	403
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	394
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	382
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	393
2016 Q4	$6K	Sell	200 -33,552	-99%	-$1.01M	﹤0.01%	400
2016 Q3	$1.04M	Buy	33,752 +33,552	+16,776%	+$1.03M	0.15%	47
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	431
2016 Q1	$3K	Buy	+200	New	+$3K	﹤0.01%	472