Teamwork 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 | $291K | Sell |
4,640
-2,304
| -33% | -$145K | 0.03% | 142 |
|
2025
Q1 | $415K | Sell |
6,944
-204,476
| -97% | -$12.2M | 0.06% | 113 |
|
2024
Q4 | $11.4M | Sell |
211,420
-67,554
| -24% | -$3.66M | 1.49% | 24 |
|
2024
Q3 | $12.7M | Buy |
278,974
+269,843
| +2,955% | +$12.3M | 1.77% | 26 |
|
2024
Q2 | $388K | Buy |
9,131
+241
| +3% | +$10.2K | 0.06% | 101 |
|
2024
Q1 | $346K | Buy |
8,890
+1,873
| +27% | +$73K | 0.05% | 135 |
|
2023
Q4 | $244K | Sell |
7,017
-1,863
| -21% | -$64.9K | 0.04% | 159 |
|
2023
Q3 | $299K | Buy |
8,880
+495
| +6% | +$16.7K | 0.05% | 160 |
|
2023
Q2 | $274K | Sell |
8,385
-2,076
| -20% | -$67.7K | 0.04% | 161 |
|
2023
Q1 | $312K | Sell |
10,461
-374
| -3% | -$11.2K | 0.06% | 152 |
|
2022
Q4 | $356K | Buy |
10,835
+216
| +2% | +$7.11K | 0.07% | 147 |
|
2022
Q3 | $304K | Buy |
10,619
+1,093
| +11% | +$31.3K | 0.07% | 168 |
|
2022
Q2 | $297K | Buy |
+9,526
| New | +$297K | 0.06% | 173 |
|