SAG
SageView Advisory Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
17,368
+1
| +0% | +$58 | 0.04% | 243 |
|
|
2025
Q1 | $1.04M | Sell |
17,367
-765
| -4% | -$45.7K | 0.04% | 222 |
|
|
2024
Q4 | $981K | Sell |
18,132
-1,204
| -6% | -$65.2K | 0.04% | 226 |
|
|
2024
Q3 | $883K | Sell |
19,336
-9,278
| -32% | -$424K | 0.04% | 216 |
|
|
2024
Q2 | $1.22M | Buy |
+28,614
| New | +$1.22M | 0.06% | 192 |
|
|
2024
Q1 | – | Sell |
-45,506
| Closed | -$1.6M | – | 876 |
|
|
2023
Q4 | $1.6M | Buy |
45,506
+7,293
| +19% | +$257K | 0.07% | 180 |
|
|
2023
Q3 | $1.29M | Sell |
38,213
-5,696
| -13% | -$192K | 0.07% | 176 |
|
|
2023
Q2 | $1.43M | Buy |
43,909
+1,891
| +5% | +$61.7K | 0.08% | 171 |
|
|
2023
Q1 | $1.25M | Buy |
42,018
+29,649
| +240% | +$885K | 0.08% | 174 |
|
|
2022
Q4 | $407K | Buy |
+12,369
| New | +$407K | 0.03% | 271 |
|