Resurgent Financial 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 | $260K | Sell |
4,137
-119
| -3% | -$7.47K | 0.14% | 163 |
|
|
2025
Q1 | $254K | Sell |
4,256
-244
| -5% | -$14.6K | 0.15% | 155 |
|
|
2024
Q4 | $244K | Sell |
4,500
-1,187
| -21% | -$64.2K | 0.14% | 154 |
|
|
2024
Q3 | $260K | Sell |
5,687
-1,119
| -16% | -$51.1K | 0.15% | 150 |
|
|
2024
Q2 | $289K | Sell |
6,806
-2,400
| -26% | -$102K | 0.18% | 143 |
|
|
2024
Q1 | $359K | Buy |
9,206
+1,808
| +24% | +$70.5K | 0.19% | 137 |
|
|
2023
Q4 | $258K | Sell |
7,398
-1,482
| -17% | -$51.6K | 0.16% | 143 |
|
|
2023
Q3 | $299K | Buy |
8,880
+758
| +9% | +$25.5K | 0.2% | 113 |
|
|
2023
Q2 | $265K | Sell |
8,122
-23
| -0.3% | -$750 | 0.18% | 115 |
|
|
2023
Q1 | $243K | Sell |
8,145
-3,079
| -27% | -$91.9K | 0.16% | 124 |
|
|
2022
Q4 | $369K | Buy |
11,224
+4,218
| +60% | +$139K | 0.19% | 117 |
|
|
2022
Q3 | $200K | Buy |
+7,006
| New | +$200K | 0.13% | 188 |
|
|
2022
Q2 | – | Sell |
-6,725
| Closed | -$225K | – | 221 |
|
|
2022
Q1 | $225K | Buy |
+6,725
| New | +$225K | 0.14% | 159 |
|