Wealth Alliance Advisory Group’s Williams Companies WMB Stock Holding History

Wealth Alliance Advisory Group’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.13M	Buy	70,506 +6	+0%	+$415	0.81%	29
2025 Q4	$4.24M	Buy	70,500 +1,484	+2%	+$89.7K	0.73%	30
2025 Q3	$4.37M	Buy	69,016 +7	+0%	+$411	0.79%	28
2025 Q2	$4.33M	Sell	69,009 -1,000	-1%	-$59K	0.83%	27
2025 Q1	$4.18M	Sell	70,009 -4,000	-5%	-$229K	0.87%	25
2024 Q4	$4.01M	Buy	74,009 +900	+1%	+$48.5K	0.85%	26
2024 Q3	$3.34M	Hold	73,109	–	–	0.7%	27
2024 Q2	$3.11M	Sell	73,109 -224	-0.3%	-$8.98K	0.7%	29
2024 Q1	$2.86M	Hold	73,333	–	–	0.66%	28
2023 Q4	$2.55M	Hold	73,333	–	–	0.67%	30
2023 Q3	$2.47M	Sell	73,333 -1,244	-2%	-$42.5K	0.73%	27
2023 Q2	$2.43M	Buy	+74,577	New	+$2.24M	0.86%	22
2023 Q1	–	Sell	-74,580	Closed	-$2.45M	–	175
2022 Q4	$2.45M	Sell	74,580 -3,813	-5%	-$124K	0.94%	21
2022 Q3	$2.24M	Buy	78,393 +2,000	+3%	+$65.2K	0.99%	21
2022 Q2	$2.38M	Buy	76,393 +224	+0.3%	+$7.73K	1.13%	18
2022 Q1	$2.54M	Buy	76,169 +73	+0.1%	+$2.23K	1.1%	19
2021 Q4	$1.98M	Buy	76,096 +75	+0.1%	+$2.07K	0.86%	23
2021 Q3	$1.97M	Hold	76,021	–	–	0.97%	23
2021 Q2	$2.02M	Buy	76,021 +312	+0.4%	+$7.99K	0.98%	22
2021 Q1	$1.79M	Sell	75,709 -300	-0.4%	-$6.82K	0.92%	24
2020 Q4	$1.52M	Hold	76,009	–	–	0.82%	24
2020 Q3	$1.49M	Buy	76,009 +500	+0.7%	+$10.2K	0.88%	23
2020 Q2	$1.44M	Buy	75,509 +935	+1%	+$17.4K	0.88%	26
2020 Q1	$1.05M	Buy	74,574 +28,219	+61%	+$546K	0.82%	26
2019 Q4	$1.1M	Buy	46,355 +1,600	+4%	+$36.6K	0.63%	31
2019 Q3	$1.03M	Sell	44,755 -1,000	-2%	-$25.2K	0.64%	31
2019 Q2	$1.32M	Sell	45,755 -1,600	-3%	-$44.5K	0.81%	30
2019 Q1	$1.3M	Buy	47,355 +32,040	+209%	+$859K	0.84%	28
2018 Q4	$338K	Buy	15,315 +5,000	+48%	+$125K	0.25%	70
2018 Q3	$280K	Hold	10,315	–	–	0.14%	106
2018 Q2	$280K	Hold	10,315	–	–	0.15%	96
2018 Q1	$256K	Buy	+10,315	New	+$304K	0.15%	94