Powell 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 | $390K | Hold |
6,202
| – | – | 0.15% | 89 |
|
|
2025
Q1 | $371K | Hold |
6,202
| – | – | 0.18% | 73 |
|
|
2024
Q4 | $336K | Hold |
6,202
| – | – | 0.16% | 85 |
|
|
2024
Q3 | $283K | Hold |
6,202
| – | – | 0.13% | 92 |
|
|
2024
Q2 | $264K | Hold |
6,202
| – | – | 0.14% | 91 |
|
|
2024
Q1 | $242K | Hold |
6,202
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $216K | Hold |
6,202
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $209K | Sell |
6,202
-1
| -0% | -$34 | 0.13% | 103 |
|
|
2023
Q2 | $202K | Buy |
+6,203
| New | +$202K | 0.12% | 102 |
|
|
2023
Q1 | – | Sell |
-6,203
| Closed | -$204K | – | 147 |
|
|
2022
Q4 | $204K | Buy |
+6,203
| New | +$204K | 0.12% | 101 |
|
|
2022
Q2 | – | Sell |
-6,203
| Closed | -$207K | – | 150 |
|
|
2022
Q1 | $207K | Buy |
+6,203
| New | +$207K | 0.12% | 99 |
|
|
2020
Q3 | – | Sell |
-15,284
| Closed | -$291K | – | 124 |
|
|
2020
Q2 | $291K | Buy |
15,284
+194
| +1% | +$3.69K | 0.28% | 63 |
|
|
2020
Q1 | $214K | Sell |
15,090
-6,252
| -29% | -$88.7K | 0.26% | 81 |
|
|
2019
Q4 | $506K | Buy |
+21,342
| New | +$506K | 0.53% | 41 |
|