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