TrueWealth 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 | $1.56M | Buy |
24,823
+182
| +0.7% | +$11.4K | 0.46% | 43 |
|
|
2025
Q1 | $1.47M | Sell |
24,641
-393
| -2% | -$23.5K | 0.48% | 47 |
|
|
2024
Q4 | $1.35M | Sell |
25,034
-6,209
| -20% | -$336K | 0.45% | 49 |
|
|
2024
Q3 | $1.43M | Buy |
31,243
+7,095
| +29% | +$324K | 0.48% | 45 |
|
|
2024
Q2 | $1.03M | Hold |
24,148
| – | – | 0.38% | 54 |
|
|
2024
Q1 | $941K | Buy |
24,148
+150
| +0.6% | +$5.85K | 0.36% | 57 |
|
|
2023
Q4 | $836K | Sell |
23,998
-2,000
| -8% | -$69.7K | 0.32% | 61 |
|
|
2023
Q3 | $876K | Hold |
25,998
| – | – | 0.37% | 53 |
|
|
2023
Q2 | $848K | Sell |
25,998
-157
| -0.6% | -$5.12K | 0.35% | 55 |
|
|
2023
Q1 | $781K | Sell |
26,155
-939
| -3% | -$28K | 0.33% | 62 |
|
|
2022
Q4 | $891K | Buy |
27,094
+5
| +0% | +$165 | 0.39% | 51 |
|
|
2022
Q3 | $776K | Sell |
27,089
-6,058
| -18% | -$174K | 0.37% | 62 |
|
|
2022
Q2 | $1.04M | Sell |
33,147
-3,867
| -10% | -$121K | 0.48% | 46 |
|
|
2022
Q1 | $964K | Hold |
37,014
| – | – | 0.43% | 52 |
|
|
2021
Q4 | $964K | Buy |
37,014
+74
| +0.2% | +$1.93K | 0.43% | 52 |
|
|
2021
Q3 | $958K | Sell |
36,940
-90
| -0.2% | -$2.33K | 0.54% | 43 |
|
|
2021
Q2 | $983K | Buy |
37,030
+27
| +0.1% | +$717 | 0.57% | 41 |
|
|
2021
Q1 | $868K | Buy |
37,003
+6,393
| +21% | +$150K | 0.56% | 41 |
|
|
2020
Q4 | $658K | Buy |
+30,610
| New | +$658K | 0.57% | 43 |
|