RFG Advisory’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 | $533K | Buy |
8,481
+4,964
| +141% | +$312K | 0.01% | 596 |
|
|
2025
Q1 | $210K | Sell |
3,517
-2,370
| -40% | -$142K | 0.01% | 814 |
|
|
2024
Q4 | $319K | Buy |
+5,887
| New | +$319K | 0.01% | 632 |
|
|
2015
Q3 | – | Sell |
-3,868
| Closed | -$222K | – | 143 |
|
|
2015
Q2 | $222K | Buy |
+3,868
| New | +$222K | 0.1% | 145 |
|