Visionary Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Buy |
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|
2025
Q1 | $833K | Buy |
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|
2024
Q4 | $753K | Sell |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $477K | Hold |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $320K | Buy |
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