SVWAG
Sound View Wealth Advisors Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
49,418
-17,292
| -26% | -$1.09M | 0.23% | 98 |
|
|
2025
Q1 | $3.99M | Buy |
66,710
+1,170
| +2% | +$69.9K | 0.33% | 70 |
|
|
2024
Q4 | $3.55M | Sell |
65,540
-5,066
| -7% | -$274K | 0.29% | 77 |
|
|
2024
Q3 | $3.22M | Buy |
70,606
+14,950
| +27% | +$682K | 0.26% | 84 |
|
|
2024
Q2 | $2.37M | Buy |
55,656
+2,724
| +5% | +$116K | 0.24% | 93 |
|
|
2024
Q1 | $2.06M | Buy |
52,932
+3,047
| +6% | +$119K | 0.22% | 108 |
|
|
2023
Q4 | $1.74M | Sell |
49,885
-985
| -2% | -$34.3K | 0.19% | 116 |
|
|
2023
Q3 | $1.71M | Buy |
50,870
+3,282
| +7% | +$111K | 0.21% | 102 |
|
|
2023
Q2 | $1.55M | Buy |
47,588
+4,914
| +12% | +$160K | 0.2% | 109 |
|
|
2023
Q1 | $1.27M | Sell |
42,674
-7,211
| -14% | -$215K | 0.17% | 118 |
|
|
2022
Q4 | $1.74M | Buy |
49,885
+27,310
| +121% | +$951K | 0.19% | 116 |
|
|
2022
Q3 | $646K | Buy |
22,575
+10,878
| +93% | +$311K | 0.14% | 135 |
|
|
2022
Q2 | $365K | Sell |
11,697
-1,658
| -12% | -$51.7K | 0.08% | 195 |
|
|
2022
Q1 | $446K | Buy |
13,355
+4,834
| +57% | +$161K | 0.08% | 190 |
|
|
2021
Q4 | $222K | Buy |
+8,521
| New | +$222K | 0.04% | 273 |
|
|
2019
Q3 | – | Sell |
-7,462
| Closed | -$209K | – | 249 |
|
|
2019
Q2 | $209K | Buy |
+7,462
| New | +$209K | 0.06% | 235 |
|