SWA
SFMG Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
16,008
-817
| -5% | -$51.3K | 0.08% | 104 |
|
|
2025
Q1 | $1.01M | Buy |
16,825
+781
| +5% | +$46.7K | 0.08% | 101 |
|
|
2024
Q4 | $868K | Hold |
16,044
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $732K | Hold |
16,044
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $682K | Sell |
16,044
-610
| -4% | -$25.9K | 0.06% | 111 |
|
|
2024
Q1 | $649K | Buy |
16,654
+50
| +0.3% | +$1.95K | 0.06% | 116 |
|
|
2023
Q4 | $578K | Buy |
16,604
+589
| +4% | +$20.5K | 0.05% | 121 |
|
|
2023
Q3 | $540K | Buy |
16,015
+2,133
| +15% | +$71.9K | 0.06% | 117 |
|
|
2023
Q2 | $453K | Hold |
13,882
| – | – | 0.05% | 138 |
|
|
2023
Q1 | $415K | Buy |
13,882
+667
| +5% | +$19.9K | 0.04% | 148 |
|
|
2022
Q4 | $435K | Buy |
13,215
+1,490
| +13% | +$49K | 0.05% | 146 |
|
|
2022
Q3 | $344K | Buy |
11,725
+450
| +4% | +$13.2K | 0.04% | 159 |
|
|
2022
Q2 | $352K | Sell |
11,275
-78
| -0.7% | -$2.44K | 0.04% | 161 |
|
|
2022
Q1 | $379K | Sell |
11,353
-188
| -2% | -$6.28K | 0.04% | 176 |
|
|
2021
Q4 | $301K | Buy |
+11,541
| New | +$301K | 0.03% | 202 |
|
|
2019
Q4 | – | Sell |
-13,023
| Closed | -$313K | – | 178 |
|
|
2019
Q3 | $313K | Hold |
13,023
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $327K | Buy |
13,023
+218
| +2% | +$5.47K | 0.04% | 112 |
|
|
2019
Q1 | $368K | Sell |
12,805
-2,200
| -15% | -$63.2K | 0.05% | 103 |
|
|
2018
Q4 | $331K | Buy |
15,005
+491
| +3% | +$10.8K | 0.05% | 101 |
|
|
2018
Q3 | $371K | Buy |
14,514
+869
| +6% | +$22.2K | 0.06% | 90 |
|
|
2018
Q2 | $370K | Buy |
13,645
+1,393
| +11% | +$37.8K | 0.06% | 90 |
|
|
2018
Q1 | $305K | Buy |
12,252
+125
| +1% | +$3.11K | 0.05% | 103 |
|
|
2017
Q4 | $370K | Buy |
+12,127
| New | +$370K | 0.06% | 97 |
|
|
2016
Q1 | – | Sell |
-10,826
| Closed | -$278K | – | 117 |
|
|
2015
Q4 | $278K | Buy |
+10,826
| New | +$278K | 0.06% | 91 |
|
|
2014
Q3 | – | Sell |
-10,178
| Closed | -$592K | – | 95 |
|
|
2014
Q2 | $592K | Buy |
+10,178
| New | +$592K | 0.2% | 35 |
|