Mount Yale Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $797K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $90K | Buy |
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|
2018
Q2 | $36K | Buy |
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|
2018
Q1 | $5K | Buy |
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