UAS
United Asset Strategies’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Sell |
69,824
-3,083
| -4% | -$194K | 0.37% | 62 |
|
|
2025
Q1 | $4.36M | Sell |
72,907
-2,594
| -3% | -$155K | 0.4% | 62 |
|
|
2024
Q4 | $4.09M | Sell |
75,501
-932
| -1% | -$50.4K | 0.38% | 63 |
|
|
2024
Q3 | $3.49M | Sell |
76,433
-732
| -0.9% | -$33.4K | 0.32% | 67 |
|
|
2024
Q2 | $3.28M | Sell |
77,165
-2,435
| -3% | -$103K | 0.32% | 68 |
|
|
2024
Q1 | $3.1M | Buy |
79,600
+702
| +0.9% | +$27.4K | 0.31% | 68 |
|
|
2023
Q4 | $2.75M | Sell |
78,898
-2,346
| -3% | -$81.7K | 0.31% | 72 |
|
|
2023
Q3 | $2.74M | Buy |
81,244
+12,722
| +19% | +$429K | 0.35% | 67 |
|
|
2023
Q2 | $2.24M | Sell |
68,522
-63
| -0.1% | -$2.06K | 0.28% | 78 |
|
|
2023
Q1 | $2.05M | Sell |
68,585
-75,572
| -52% | -$2.26M | 0.27% | 78 |
|
|
2022
Q4 | $4.74M | Sell |
144,157
-1,392
| -1% | -$45.8K | 0.66% | 50 |
|
|
2022
Q3 | $4.17M | Sell |
145,549
-299
| -0.2% | -$8.56K | 0.64% | 52 |
|
|
2022
Q2 | $4.55M | Sell |
145,848
-1,847
| -1% | -$57.6K | 0.66% | 47 |
|
|
2022
Q1 | $4.93M | Sell |
147,695
-1,768
| -1% | -$59.1K | 0.63% | 49 |
|
|
2021
Q4 | $3.89M | Buy |
149,463
+2,936
| +2% | +$76.5K | 0.46% | 58 |
|
|
2021
Q3 | $3.8M | Buy |
146,527
+4,679
| +3% | +$121K | 0.49% | 57 |
|
|
2021
Q2 | $3.77M | Buy |
141,848
+1,373
| +1% | +$36.5K | 0.5% | 58 |
|
|
2021
Q1 | $3.33M | Buy |
140,475
+82,156
| +141% | +$1.95M | 0.48% | 60 |
|
|
2020
Q4 | $1.17M | Buy |
+58,319
| New | +$1.17M | 0.18% | 95 |
|