Schechter Investment Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $561K | Sell |
9,387
-713
| -7% | -$42.6K | 0.05% | 337 |
|
|
2024
Q4 | $547K | Buy |
10,100
+967
| +11% | +$52.3K | 0.04% | 370 |
|
|
2024
Q3 | $417K | Buy |
9,133
+729
| +9% | +$33.3K | 0.03% | 432 |
|
|
2024
Q2 | $357K | Sell |
8,404
-1,134
| -12% | -$48.2K | 0.03% | 444 |
|
|
2024
Q1 | $372K | Buy |
9,538
+678
| +8% | +$26.4K | 0.03% | 447 |
|
|
2023
Q4 | $309K | Buy |
+8,860
| New | +$309K | 0.03% | 461 |
|
|
2023
Q1 | – | Sell |
-6,702
| Closed | -$221K | – | 742 |
|
|
2022
Q4 | $221K | Buy |
+6,702
| New | +$221K | 0.02% | 721 |
|