Phillips Wealth Planners’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 | $1.58M | Buy |
27,329
+2,535
| +10% | +$146K | 1.43% | 6 |
|
|
2025
Q1 | $1.4M | Sell |
24,794
-3,154
| -11% | -$178K | 1.48% | 9 |
|
|
2024
Q4 | $1.55M | Sell |
27,948
-3,739
| -12% | -$208K | 1.55% | 6 |
|
|
2024
Q3 | $1.63M | Sell |
31,687
-4,995
| -14% | -$257K | 1.56% | 5 |
|
|
2024
Q2 | $1.56M | Buy |
36,682
+800
| +2% | +$34K | 1.64% | 6 |
|
|
2024
Q1 | $1.35M | Buy |
35,882
+1,145
| +3% | +$43.1K | 1.55% | 6 |
|
|
2023
Q4 | $1.18M | Sell |
34,737
-490
| -1% | -$16.6K | 1.42% | 12 |
|
|
2023
Q3 | $1.25M | Buy |
35,227
+2,369
| +7% | +$84.3K | 1.7% | 8 |
|
|
2023
Q2 | $1.07M | Sell |
32,858
-301
| -0.9% | -$9.82K | 1.41% | 13 |
|
|
2023
Q1 | $1.01M | Sell |
33,159
-1,406
| -4% | -$42.7K | 1.33% | 14 |
|
|
2022
Q4 | $1.1M | Buy |
+34,565
| New | +$1.1M | 1.92% | 11 |
|