Moisand Fitzgerald Tamayo’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
$3.58K Hold
57
﹤0.01% 445
2025
Q1
$3.41K Hold
57
﹤0.01% 443
2024
Q4
$3.09K Hold
57
﹤0.01% 469
2024
Q3
$2.6K Hold
57
﹤0.01% 505
2024
Q2
$2.42K Hold
57
﹤0.01% 482
2024
Q1
$2.22K Hold
57
﹤0.01% 479
2023
Q4
$1.99K Hold
57
﹤0.01% 536
2023
Q3
$1.92K Hold
57
﹤0.01% 568
2023
Q2
$1.86K Hold
57
﹤0.01% 558
2023
Q1
$1.7K Hold
57
﹤0.01% 586
2022
Q4
$1.88K Sell
57
-467
-89% -$15.4K ﹤0.01% 570
2022
Q3
$15K Sell
524
-179
-25% -$5.12K ﹤0.01% 254
2022
Q2
$22K Buy
703
+295
+72% +$9.23K 0.01% 220
2022
Q1
$14K Buy
+408
New +$14K 0.01% 164
2020
Q2
Sell
-66
Closed -$1K 339
2020
Q1
$1K Buy
+66
New +$1K ﹤0.01% 248