Journey Strategic Wealth’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 | $508K | Buy |
8,091
+1,732
| +27% | +$109K | 0.02% | 294 |
|
|
2025
Q1 | $380K | Sell |
6,359
-313
| -5% | -$18.7K | 0.01% | 286 |
|
|
2024
Q4 | $361K | Sell |
6,672
-53
| -0.8% | -$2.87K | 0.01% | 292 |
|
|
2024
Q3 | $307K | Buy |
6,725
+528
| +9% | +$24.1K | 0.01% | 327 |
|
|
2024
Q2 | $263K | Buy |
+6,197
| New | +$263K | 0.01% | 283 |
|
|
2023
Q1 | – | Sell |
-6,354
| Closed | -$209K | – | 287 |
|
|
2022
Q4 | $209K | Buy |
+6,354
| New | +$209K | 0.02% | 210 |
|