Kingswood 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 | $1.26M | Sell |
20,050
-946
| -5% | -$59.4K | 0.1% | 219 |
|
|
2025
Q1 | $1.25M | Buy |
20,996
+627
| +3% | +$37.5K | 0.11% | 210 |
|
|
2024
Q4 | $1.1M | Sell |
20,369
-880
| -4% | -$47.6K | 0.08% | 249 |
|
|
2024
Q3 | $970K | Buy |
21,249
+1,095
| +5% | +$50K | 0.07% | 302 |
|
|
2024
Q2 | $857K | Buy |
20,154
+1,946
| +11% | +$82.7K | 0.08% | 265 |
|
|
2024
Q1 | $710K | Sell |
18,208
-12,611
| -41% | -$491K | 0.08% | 267 |
|
|
2023
Q4 | $1.07M | Buy |
30,819
+16,699
| +118% | +$582K | 0.12% | 184 |
|
|
2023
Q3 | $476K | Buy |
14,120
+2,064
| +17% | +$69.5K | 0.08% | 256 |
|
|
2023
Q2 | $393K | Buy |
+12,056
| New | +$393K | 0.13% | 164 |
|