Wallace Advisory Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
7,031
+176
| +3% | +$10.5K | 0.3% | 99 |
|
|
2025
Q1 | $371K | Sell |
6,855
-2,044
| -23% | -$111K | 0.26% | 112 |
|
|
2024
Q4 | $406K | Sell |
8,899
-2,250
| -20% | -$103K | 0.28% | 97 |
|
|
2024
Q3 | $474K | Sell |
11,149
-363
| -3% | -$15.4K | 0.35% | 74 |
|
|
2024
Q2 | $489K | Sell |
11,512
-355
| -3% | -$15.1K | 0.35% | 72 |
|
|
2024
Q1 | $413K | Buy |
11,867
+822
| +7% | +$28.6K | 0.31% | 91 |
|
|
2023
Q4 | $372K | Sell |
11,045
-1,306
| -11% | -$44K | 0.29% | 88 |
|
|
2023
Q3 | $403K | Sell |
12,351
-422
| -3% | -$13.8K | 0.29% | 95 |
|
|
2023
Q2 | $381K | Hold |
12,773
| – | – | 0.29% | 98 |
|
|
2023
Q1 | $381K | Sell |
12,773
-232
| -2% | -$6.93K | 0.29% | 98 |
|
|
2022
Q4 | $428K | Buy |
+13,005
| New | +$428K | 0.34% | 78 |
|