Sequoia 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 | $2.82M | Buy |
44,835
+3,070
| +7% | +$193K | 0.02% | 395 |
|
|
2025
Q1 | $2.5M | Buy |
41,765
+874
| +2% | +$52.2K | 0.02% | 389 |
|
|
2024
Q4 | $2.21M | Buy |
40,891
+4,432
| +12% | +$240K | 0.02% | 382 |
|
|
2024
Q3 | $1.66M | Buy |
36,459
+12,256
| +51% | +$559K | 0.02% | 411 |
|
|
2024
Q2 | $1.03M | Buy |
24,203
+2,179
| +10% | +$92.6K | 0.01% | 473 |
|
|
2024
Q1 | $858K | Sell |
22,024
-4,707
| -18% | -$183K | 0.01% | 509 |
|
|
2023
Q4 | $931K | Buy |
26,731
+10,619
| +66% | +$370K | 0.01% | 543 |
|
|
2023
Q3 | $543K | Sell |
16,112
-162
| -1% | -$5.46K | 0.01% | 493 |
|
|
2023
Q2 | $531K | Buy |
16,274
+1,059
| +7% | +$34.6K | 0.01% | 507 |
|
|
2023
Q1 | $454K | Sell |
15,215
-100
| -0.7% | -$2.99K | 0.01% | 488 |
|
|
2022
Q4 | $504K | Buy |
+15,315
| New | +$504K | 0.01% | 434 |
|
|
2022
Q3 | – | Sell |
-9,549
| Closed | -$298K | – | 597 |
|
|
2022
Q2 | $298K | Buy |
9,549
+11
| +0.1% | +$343 | 0.01% | 440 |
|
|
2022
Q1 | $319K | Buy |
+9,538
| New | +$319K | 0.01% | 481 |
|
|
2019
Q3 | – | Sell |
-17,048
| Closed | -$478K | – | 393 |
|
|
2019
Q2 | $478K | Sell |
17,048
-1,895
| -10% | -$53.1K | 0.04% | 198 |
|
|
2019
Q1 | $544K | Buy |
+18,943
| New | +$544K | 0.04% | 172 |
|
|
2014
Q4 | – | Sell |
-8,316
| Closed | -$460K | – | 175 |
|
|
2014
Q3 | $460K | Buy |
8,316
+2,754
| +50% | +$152K | 0.32% | 75 |
|
|
2014
Q2 | $324K | Buy |
+5,562
| New | +$324K | 0.25% | 95 |
|