Toth Financial Advisory’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 | $44K | Hold |
700
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $41.8K | Sell |
700
-536
| -43% | -$32K | 0.01% | 310 |
|
|
2024
Q4 | $66.9K | Sell |
1,236
-1,265
| -51% | -$68.5K | 0.01% | 264 |
|
|
2024
Q3 | $114K | Hold |
2,501
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $106K | Hold |
2,501
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $97.5K | Sell |
2,501
-118
| -5% | -$4.6K | 0.01% | 240 |
|
|
2023
Q4 | $91.2K | Hold |
2,619
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $88.2K | Buy |
2,619
+118
| +5% | +$3.98K | 0.01% | 224 |
|
|
2023
Q2 | $81.6K | Hold |
2,501
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $74.7K | Hold |
2,501
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $82.3K | Sell |
2,501
-300
| -11% | -$9.87K | 0.01% | 239 |
|
|
2022
Q3 | $80K | Buy |
2,801
+300
| +12% | +$8.57K | 0.01% | 230 |
|
|
2022
Q2 | $78K | Hold |
2,501
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $84K | Hold |
2,501
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $65K | Hold |
2,501
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $65K | Buy |
2,501
+28
| +1% | +$728 | 0.01% | 280 |
|
|
2021
Q2 | $66K | Buy |
2,473
+27
| +1% | +$721 | 0.01% | 262 |
|
|
2021
Q1 | $58K | Buy |
2,446
+30
| +1% | +$711 | 0.01% | 282 |
|
|
2020
Q4 | $48K | Buy |
2,416
+1,242
| +106% | +$24.7K | 0.01% | 261 |
|
|
2020
Q3 | $23K | Buy |
1,174
+474
| +68% | +$9.29K | ﹤0.01% | 297 |
|
|
2020
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 325 |
|
|
2020
Q1 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 281 |
|