VWA
Visionary Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Buy |
14,246
+305
| +2% | +$19.2K | 0.05% | 287 |
|
|
2025
Q1 | $833K | Buy |
13,941
+23
| +0.2% | +$1.37K | 0.05% | 280 |
|
|
2024
Q4 | $753K | Sell |
13,918
-28
| -0.2% | -$1.52K | 0.04% | 295 |
|
|
2024
Q3 | $637K | Sell |
13,946
-146
| -1% | -$6.67K | 0.04% | 312 |
|
|
2024
Q2 | $599K | Sell |
14,092
-326
| -2% | -$13.9K | 0.04% | 302 |
|
|
2024
Q1 | $562K | Buy |
14,418
+27
| +0.2% | +$1.05K | 0.04% | 308 |
|
|
2023
Q4 | $501K | Buy |
14,391
+22
| +0.2% | +$766 | 0.04% | 311 |
|
|
2023
Q3 | $484K | Sell |
14,369
-239
| -2% | -$8.05K | 0.04% | 307 |
|
|
2023
Q2 | $477K | Hold |
14,608
| – | – | 0.04% | 301 |
|
|
2023
Q1 | $436K | Sell |
14,608
-39
| -0.3% | -$1.17K | 0.04% | 296 |
|
|
2022
Q4 | $482K | Buy |
14,647
+1,336
| +10% | +$44K | 0.04% | 245 |
|
|
2022
Q3 | $381K | Sell |
13,311
-166
| -1% | -$4.75K | 0.04% | 257 |
|
|
2022
Q2 | $421K | Buy |
13,477
+1,943
| +17% | +$60.7K | 0.04% | 264 |
|
|
2022
Q1 | $385K | Sell |
11,534
-1,656
| -13% | -$55.3K | 0.03% | 290 |
|
|
2021
Q4 | $343K | Sell |
13,190
-30
| -0.2% | -$780 | 0.03% | 275 |
|
|
2021
Q3 | $343K | Sell |
13,220
-700
| -5% | -$18.2K | 0.04% | 231 |
|
|
2021
Q2 | $370K | Sell |
13,920
-204
| -1% | -$5.42K | 0.04% | 241 |
|
|
2021
Q1 | $335K | Sell |
14,124
-45
| -0.3% | -$1.07K | 0.04% | 239 |
|
|
2020
Q4 | $284K | Sell |
14,169
-950
| -6% | -$19K | 0.03% | 243 |
|
|
2020
Q3 | $297K | Sell |
15,119
-155
| -1% | -$3.05K | 0.04% | 193 |
|
|
2020
Q2 | $291K | Buy |
15,274
+1,030
| +7% | +$19.6K | 0.04% | 178 |
|
|
2020
Q1 | $202K | Buy |
14,244
+767
| +6% | +$10.9K | 0.04% | 187 |
|
|
2019
Q4 | $320K | Buy |
+13,477
| New | +$320K | 0.06% | 157 |
|