Retirement 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 | $312K | Hold |
4,964
| – | – | 0.03% | 45 |
|
|
2025
Q1 | $297K | Sell |
4,964
-4
| -0.1% | -$239 | 0.03% | 46 |
|
|
2024
Q4 | $269K | Buy |
+4,968
| New | +$269K | 0.03% | 46 |
|
|
2023
Q4 | – | Sell |
-9,928
| Closed | -$334K | – | 65 |
|
|
2023
Q3 | $334K | Hold |
9,928
| – | – | 0.03% | 46 |
|
|
2023
Q2 | $324K | Hold |
9,928
| – | – | 0.04% | 47 |
|
|
2023
Q1 | $296K | Buy |
+9,928
| New | +$296K | 0.05% | 47 |
|