Opal 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 | $70.5K | Sell |
1,122
-21
| -2% | -$1.32K | 0.02% | 321 |
|
|
2025
Q1 | $68.3K | Buy |
+1,143
| New | +$68.3K | 0.02% | 314 |
|
|
2024
Q3 | – | Sell |
-1,319
| Closed | -$56.1K | – | 1169 |
|
|
2024
Q2 | $56.1K | Sell |
1,319
-16
| -1% | -$680 | 0.02% | 342 |
|
|
2024
Q1 | $52K | Buy |
+1,335
| New | +$52K | 0.02% | 208 |
|