McClarren Financial 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
Q1 | – | Sell |
-1,629
| Closed | -$88K | – | 375 |
|
|
2024
Q4 | $88K | Buy |
+1,629
| New | +$88K | 0.25% | 59 |
|
|
2024
Q3 | – | Sell |
-42
| Closed | -$69K | – | 366 |
|
|
2024
Q2 | $69K | Sell |
42
-1,588
| -97% | -$2.61M | 0.05% | 128 |
|
|
2024
Q1 | $64K | Buy |
1,630
+1
| +0.1% | +$39 | 0.05% | 130 |
|
|
2023
Q4 | $57K | Buy |
1,629
+21
| +1% | +$735 | 0.04% | 148 |
|
|
2023
Q3 | $54K | Buy |
1,608
+21
| +1% | +$705 | 0.05% | 138 |
|
|
2023
Q2 | $51K | Buy |
1,587
+22
| +1% | +$707 | 0.04% | 151 |
|
|
2023
Q1 | $46K | Buy |
1,565
+24
| +2% | +$705 | 0.04% | 150 |
|
|
2022
Q4 | $50K | Buy |
1,541
+19
| +1% | +$616 | 0.05% | 148 |
|
|
2022
Q3 | $43K | Buy |
+1,522
| New | +$43K | 0.04% | 147 |
|