VFA
Values First Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
11,389
-74
| -0.6% | -$4.65K | 0.39% | 78 |
|
|
2025
Q1 | $684K | Sell |
11,463
-1,046
| -8% | -$62.4K | 0.4% | 63 |
|
|
2024
Q4 | $677K | Buy |
12,509
+3,311
| +36% | +$179K | 0.37% | 74 |
|
|
2024
Q3 | $420K | Buy |
9,198
+408
| +5% | +$18.6K | 0.23% | 100 |
|
|
2024
Q2 | $374K | Sell |
8,790
-263
| -3% | -$11.2K | 0.22% | 102 |
|
|
2024
Q1 | $353K | Buy |
9,053
+2,858
| +46% | +$111K | 0.21% | 122 |
|
|
2023
Q4 | $216K | Sell |
6,195
-6,702
| -52% | -$233K | 0.13% | 143 |
|
|
2023
Q3 | $434K | Sell |
12,897
-419
| -3% | -$14.1K | 0.28% | 101 |
|
|
2023
Q2 | $434K | Buy |
13,316
+468
| +4% | +$15.3K | 0.26% | 103 |
|
|
2023
Q1 | $384K | Buy |
12,848
+509
| +4% | +$15.2K | 0.24% | 105 |
|
|
2022
Q4 | $406K | Sell |
12,339
-306
| -2% | -$10.1K | 0.28% | 95 |
|
|
2022
Q3 | $362K | Sell |
12,645
-36
| -0.3% | -$1.03K | 0.26% | 102 |
|
|
2022
Q2 | $396K | Buy |
12,681
+1,297
| +11% | +$40.5K | 0.28% | 95 |
|
|
2022
Q1 | $380K | Buy |
+11,384
| New | +$380K | 0.24% | 111 |
|