VAG
VisionPoint Advisory Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
45,773
+4,455
| +11% | +$280K | 0.63% | 36 |
|
|
2025
Q1 | $2.47M | Buy |
41,318
+3,372
| +9% | +$202K | 0.85% | 38 |
|
|
2024
Q4 | $2.12M | Sell |
37,946
-2,651
| -7% | -$148K | 0.72% | 39 |
|
|
2024
Q3 | $1.85M | Sell |
40,597
-369
| -0.9% | -$16.8K | 0.63% | 42 |
|
|
2024
Q2 | $1.74M | Buy |
40,966
+32,784
| +401% | +$1.39M | 0.62% | 44 |
|
|
2024
Q1 | $319K | Sell |
8,182
-588
| -7% | -$22.9K | 0.12% | 142 |
|
|
2023
Q4 | $305K | Sell |
8,770
-1,845
| -17% | -$64.3K | 0.11% | 128 |
|
|
2023
Q3 | $358K | Sell |
10,615
-3,394
| -24% | -$114K | 0.15% | 111 |
|
|
2023
Q2 | $457K | Sell |
14,009
-991
| -7% | -$32.3K | 0.19% | 92 |
|
|
2023
Q1 | $437K | Buy |
15,000
+2,420
| +19% | +$70.4K | 0.19% | 86 |
|
|
2022
Q4 | $400K | Buy |
12,580
+362
| +3% | +$11.5K | 0.17% | 88 |
|
|
2022
Q3 | $350K | Buy |
12,218
+589
| +5% | +$16.9K | 0.17% | 63 |
|
|
2022
Q2 | $395K | Buy |
11,629
+3,179
| +38% | +$108K | 0.16% | 65 |
|
|
2022
Q1 | $293K | Sell |
8,450
-1,950
| -19% | -$67.6K | 0.14% | 70 |
|
|
2021
Q4 | $318K | Buy |
10,400
+435
| +4% | +$13.3K | 0.14% | 80 |
|
|
2021
Q3 | $285K | Buy |
+9,965
| New | +$285K | 0.13% | 86 |
|