TA
TFB Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
3,308
-1,084
| -25% | -$68.1K | 0.05% | 327 |
|
|
2025
Q1 | $262K | Sell |
4,392
-272
| -6% | -$16.3K | 0.08% | 274 |
|
|
2024
Q4 | $252K | Sell |
4,664
-358
| -7% | -$19.4K | 0.07% | 272 |
|
|
2024
Q3 | $229K | Buy |
+5,022
| New | +$229K | 0.07% | 282 |
|
|
2023
Q3 | – | Sell |
-8,758
| Closed | -$286K | – | 237 |
|
|
2023
Q2 | $286K | Buy |
+8,758
| New | +$286K | 0.12% | 183 |
|