U.S. Capital Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11M | Sell |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $3.13M | Buy |
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $2.72M | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $1.88M | Hold |
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|
2021
Q3 | $1.87M | Buy |
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