Level Four Advisory Services’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 | $1.41M | Buy |
22,438
+2,151
| +11% | +$135K | 0.05% | 316 |
|
|
2025
Q1 | $1.21M | Sell |
20,287
-2,398
| -11% | -$143K | 0.05% | 314 |
|
|
2024
Q4 | $1.23M | Sell |
22,685
-2,794
| -11% | -$151K | 0.05% | 302 |
|
|
2024
Q3 | $1.33M | Sell |
25,479
-2,843
| -10% | -$149K | 0.06% | 293 |
|
|
2024
Q2 | $1.2M | Buy |
28,322
+15,528
| +121% | +$660K | 0.05% | 296 |
|
|
2024
Q1 | $446K | Hold |
12,794
| – | – | 0.02% | 509 |
|
|
2023
Q4 | $446K | Sell |
12,794
-527
| -4% | -$18.4K | 0.03% | 506 |
|
|
2023
Q3 | $449K | Sell |
13,321
-1,911
| -13% | -$64.4K | 0.03% | 473 |
|
|
2023
Q2 | $497K | Buy |
15,232
+1,053
| +7% | +$34.4K | 0.03% | 472 |
|
|
2023
Q1 | $423K | Buy |
+14,179
| New | +$423K | 0.03% | 471 |
|
|
2019
Q1 | – | Sell |
-16,996
| Closed | -$375K | – | 551 |
|
|
2018
Q4 | $375K | Sell |
16,996
-16,846
| -50% | -$372K | 0.05% | 358 |
|
|
2018
Q3 | $920K | Buy |
+33,842
| New | +$920K | 0.1% | 210 |
|