Meridian 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 | $314K | Hold |
5,000
| – | – | 0.05% | 147 |
|
|
2025
Q1 | $299K | Hold |
5,000
| – | – | 0.05% | 145 |
|
|
2024
Q4 | $271K | Hold |
5,000
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $228K | Hold |
5,000
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $213K | Buy |
+5,000
| New | +$213K | 0.04% | 169 |
|
|
2023
Q1 | – | Sell |
-10,230
| Closed | -$337K | – | 196 |
|
|
2022
Q4 | $337K | Buy |
10,230
+68
| +0.7% | +$2.24K | 0.09% | 141 |
|
|
2022
Q3 | $291K | Sell |
10,162
-431
| -4% | -$12.3K | 0.08% | 151 |
|
|
2022
Q2 | $331K | Buy |
10,593
+70
| +0.7% | +$2.19K | 0.09% | 145 |
|
|
2022
Q1 | $352K | Buy |
10,523
+64
| +0.6% | +$2.14K | 0.08% | 151 |
|
|
2021
Q4 | $272K | Buy |
10,459
+578
| +6% | +$15K | 0.07% | 170 |
|
|
2021
Q3 | $256K | Buy |
9,881
+77
| +0.8% | +$2K | 0.07% | 168 |
|
|
2021
Q2 | $260K | Buy |
9,804
+73
| +0.8% | +$1.94K | 0.07% | 167 |
|
|
2021
Q1 | $231K | Buy |
+9,731
| New | +$231K | 0.08% | 162 |
|
|
2019
Q1 | – | Sell |
-1,585
| Closed | -$35K | – | 398 |
|
|
2018
Q4 | $35K | Buy |
+1,585
| New | +$35K | 0.03% | 300 |
|