VisionPoint Advisory Group’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
Q3
$2.82M Sell
2025
Q2
$2.88M Buy
2025
Q1
$2.47M Buy
2024
Q4
$2.12M Sell
2024
Q3
$1.85M Sell
2024
Q2
$1.74M Buy
2024
Q1
$319K Sell
2023
Q4
$305K Sell
2023
Q3
$358K Sell
2023
Q2
$457K Sell
2023
Q1
$437K Buy
2022
Q4
$400K Buy
2022
Q3
$350K Buy
2022
Q2
$395K Buy
2022
Q1
$293K Sell
2021
Q4
$318K Buy
2021
Q3
$285K Buy