Powell 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 | $390K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $506K | Buy |
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