MLA
My Legacy Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
25,668
-99
| -0.4% | -$5.72K | 0.53% | 50 |
|
|
2025
Q1 | $1.54M | Buy |
25,767
+1,055
| +4% | +$63K | 0.59% | 41 |
|
|
2024
Q4 | $1.43M | Sell |
24,712
-506
| -2% | -$29.4K | 0.56% | 44 |
|
|
2024
Q3 | $1.15M | Sell |
25,218
-4,635
| -16% | -$212K | 0.45% | 58 |
|
|
2024
Q2 | $1.27M | Buy |
29,853
+271
| +0.9% | +$11.5K | 0.41% | 59 |
|
|
2024
Q1 | $1.15M | Sell |
29,582
-771
| -3% | -$30K | 0.39% | 68 |
|
|
2023
Q4 | $1.06M | Sell |
30,353
-647
| -2% | -$22.5K | 0.38% | 75 |
|
|
2023
Q3 | $1.1M | Buy |
31,000
+1,949
| +7% | +$69.3K | 0.45% | 65 |
|
|
2023
Q2 | $995K | Buy |
29,051
+555
| +2% | +$19K | 0.39% | 76 |
|
|
2023
Q1 | $850K | Buy |
28,496
+2,168
| +8% | +$64.7K | 0.36% | 88 |
|
|
2022
Q4 | $845K | Buy |
26,328
+2,347
| +10% | +$75.3K | 0.36% | 94 |
|
|
2022
Q3 | $705K | Buy |
23,981
+1,850
| +8% | +$54.4K | 0.36% | 99 |
|
|
2022
Q2 | $703K | Buy |
22,131
+2,076
| +10% | +$65.9K | 0.35% | 103 |
|
|
2022
Q1 | $670K | Buy |
+20,055
| New | +$670K | 0.31% | 110 |
|