Valued Wealth 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 | $41.5K | Buy |
660
+42
| +7% | +$2.64K | 0.02% | 100 |
|
|
2025
Q1 | $36.9K | Buy |
618
+66
| +12% | +$3.95K | 0.02% | 109 |
|
|
2024
Q4 | $29.8K | Buy |
552
+114
| +26% | +$6.16K | 0.02% | 125 |
|
|
2024
Q3 | $20K | Buy |
438
+79
| +22% | +$3.61K | 0.01% | 147 |
|
|
2024
Q2 | $15.3K | Buy |
359
+115
| +47% | +$4.89K | 0.01% | 154 |
|
|
2024
Q1 | $9.51K | Buy |
244
+177
| +264% | +$6.9K | 0.01% | 188 |
|
|
2023
Q4 | $2.26K | Buy |
+67
| New | +$2.26K | ﹤0.01% | 291 |
|