VA
Valmark Advisers’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
6,435
+238
| +4% | +$14.9K | 0.01% | 480 |
|
|
2025
Q1 | $370K | Sell |
6,197
-31
| -0.5% | -$1.85K | 0.01% | 477 |
|
|
2024
Q4 | $337K | Sell |
6,228
-83
| -1% | -$4.49K | 0.01% | 486 |
|
|
2024
Q3 | $288K | Buy |
6,311
+140
| +2% | +$6.39K | ﹤0.01% | 507 |
|
|
2024
Q2 | $262K | Buy |
6,171
+171
| +3% | +$7.27K | ﹤0.01% | 497 |
|
|
2024
Q1 | $234K | Buy |
+6,000
| New | +$234K | ﹤0.01% | 493 |
|