Valeo Financial 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 | $411K | Sell |
6,548
-303
| -4% | -$19K | 0.01% | 496 |
|
|
2025
Q1 | $409K | Buy |
6,851
+432
| +7% | +$25.8K | 0.01% | 457 |
|
|
2024
Q4 | $347K | Sell |
6,419
-40
| -0.6% | -$2.17K | 0.01% | 488 |
|
|
2024
Q3 | $295K | Buy |
6,459
+337
| +6% | +$15.4K | 0.01% | 528 |
|
|
2024
Q2 | $260K | Sell |
6,122
-1,878
| -23% | -$79.8K | 0.01% | 543 |
|
|
2024
Q1 | $314K | Buy |
8,000
+140
| +2% | +$5.5K | 0.01% | 490 |
|
|
2023
Q4 | $274K | Buy |
7,860
+821
| +12% | +$28.6K | 0.01% | 513 |
|
|
2023
Q3 | $237K | Sell |
7,039
-276
| -4% | -$9.3K | 0.01% | 520 |
|
|
2023
Q2 | $239K | Sell |
7,315
-5,294
| -42% | -$173K | 0.01% | 493 |
|
|
2023
Q1 | $377K | Buy |
+12,609
| New | +$377K | 0.02% | 384 |
|
|
2021
Q2 | – | Sell |
-1,047
| Closed | -$25K | – | 1729 |
|
|
2021
Q1 | $25K | Buy |
1,047
+252
| +32% | +$6.02K | ﹤0.01% | 1047 |
|
|
2020
Q4 | $16K | Sell |
795
-201
| -20% | -$4.05K | ﹤0.01% | 1070 |
|
|
2020
Q3 | $20K | Sell |
996
-634
| -39% | -$12.7K | ﹤0.01% | 888 |
|
|
2020
Q2 | $31K | Buy |
1,630
+220
| +16% | +$4.18K | ﹤0.01% | 863 |
|
|
2020
Q1 | $23K | Buy |
1,410
+957
| +211% | +$15.6K | ﹤0.01% | 832 |
|
|
2019
Q4 | $11K | Buy |
453
+344
| +316% | +$8.35K | ﹤0.01% | 1082 |
|
|
2019
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q2 | $3K | Sell |
109
-95
| -47% | -$2.62K | ﹤0.01% | 1350 |
|
|
2019
Q1 | $6K | Hold |
204
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q4 | $4K | Hold |
204
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q3 | $5K | Buy |
204
+72
| +55% | +$1.77K | ﹤0.01% | 1224 |
|
|
2018
Q2 | $4K | Sell |
132
-11
| -8% | -$333 | ﹤0.01% | 1208 |
|
|
2018
Q1 | $4K | Sell |
143
-743
| -84% | -$20.8K | ﹤0.01% | 1215 |
|
|
2017
Q4 | $27K | Buy |
886
+800
| +930% | +$24.4K | ﹤0.01% | 603 |
|
|
2017
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 971 |
|