Mount Yale Investment 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 | $1.27M | Sell |
20,209
-6,301
| -24% | -$396K | 0.1% | 177 |
|
|
2025
Q1 | $1.58M | Buy |
26,510
+2,716
| +11% | +$162K | 0.14% | 139 |
|
|
2024
Q4 | $1.29M | Sell |
23,794
-10,412
| -30% | -$564K | 0.1% | 163 |
|
|
2024
Q3 | $1.56M | Sell |
34,206
-3,557
| -9% | -$162K | 0.15% | 148 |
|
|
2024
Q2 | $1.6M | Sell |
37,763
-4,316
| -10% | -$183K | 0.13% | 154 |
|
|
2024
Q1 | $1.64M | Sell |
42,079
-201
| -0.5% | -$7.83K | 0.13% | 156 |
|
|
2023
Q4 | $1.47M | Sell |
42,280
-469
| -1% | -$16.3K | 0.14% | 152 |
|
|
2023
Q3 | $1.44M | Sell |
42,749
-924
| -2% | -$31.1K | 0.16% | 138 |
|
|
2023
Q2 | $1.43M | Buy |
43,673
+666
| +2% | +$21.7K | 0.15% | 143 |
|
|
2023
Q1 | $1.28M | Buy |
43,007
+92
| +0.2% | +$2.75K | 0.14% | 148 |
|
|
2022
Q4 | $1.41M | Sell |
42,915
-720
| -2% | -$23.7K | 0.16% | 143 |
|
|
2022
Q3 | $1.25M | Buy |
43,635
+3,265
| +8% | +$93.5K | 0.17% | 136 |
|
|
2022
Q2 | $1.26M | Buy |
40,370
+881
| +2% | +$27.5K | 0.16% | 146 |
|
|
2022
Q1 | $1.32M | Buy |
39,489
+5,561
| +16% | +$186K | 0.14% | 155 |
|
|
2021
Q4 | $883K | Buy |
33,928
+3,197
| +10% | +$83.2K | 0.09% | 224 |
|
|
2021
Q3 | $797K | Buy |
+30,731
| New | +$797K | 0.09% | 221 |
|
|
2018
Q4 | – | Sell |
-3,395
| Closed | -$90K | – | 787 |
|
|
2018
Q3 | $90K | Buy |
3,395
+2,076
| +157% | +$55K | 0.02% | 474 |
|
|
2018
Q2 | $36K | Buy |
1,319
+1,126
| +583% | +$30.7K | 0.01% | 690 |
|
|
2018
Q1 | $5K | Buy |
+193
| New | +$5K | ﹤0.01% | 886 |
|