SFMG Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $868K | Hold |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $540K | Buy |
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|
2023
Q2 | $453K | Hold |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $371K | Buy |
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|
2018
Q2 | $370K | Buy |
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|
2018
Q1 | $305K | Buy |
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|
2017
Q4 | $370K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $278K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $592K | Buy |
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