Laurel Wealth Advisors (North Carolina)’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 | $2.18M | Buy |
136,801
+134,623
| +6,181% | +$2.14M | 0.03% | 186 |
|
|
2025
Q1 | $130K | Hold |
2,178
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $118K | Buy |
2,178
+200
| +10% | +$10.8K | 0.02% | 218 |
|
|
2024
Q3 | $90.3K | Buy |
1,978
+1,925
| +3,632% | +$87.9K | 0.01% | 246 |
|
|
2024
Q2 | $2.25K | Hold |
53
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $2.07K | Buy |
53
+24
| +83% | +$936 | ﹤0.01% | 545 |
|
|
2023
Q4 | $1.01K | Hold |
29
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $978 | Hold |
29
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $947 | Hold |
29
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $866 | Hold |
29
| – | – | ﹤0.01% | 535 |
|
|
2022
Q4 | $955 | Hold |
29
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 526 |
|