WAAG
Wealth Alliance Advisory Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Sell |
69,009
-1,000
| -1% | -$62.8K | 0.83% | 27 |
|
|
2025
Q1 | $4.18M | Sell |
70,009
-4,000
| -5% | -$239K | 0.87% | 25 |
|
|
2024
Q4 | $4.01M | Buy |
74,009
+900
| +1% | +$48.7K | 0.85% | 26 |
|
|
2024
Q3 | $3.34M | Hold |
73,109
| – | – | 0.7% | 27 |
|
|
2024
Q2 | $3.11M | Sell |
73,109
-224
| -0.3% | -$9.52K | 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% | -$41.9K | 0.73% | 27 |
|
|
2023
Q2 | $2.43M | Buy |
+74,577
| New | +$2.43M | 0.86% | 22 |
|
|
2023
Q1 | – | Sell |
-74,580
| Closed | -$2.45M | – | 175 |
|
|
2022
Q4 | $2.45M | Sell |
74,580
-3,813
| -5% | -$125K | 0.94% | 21 |
|
|
2022
Q3 | $2.24M | Buy |
78,393
+2,000
| +3% | +$57.3K | 0.99% | 21 |
|
|
2022
Q2 | $2.38M | Buy |
76,393
+224
| +0.3% | +$6.99K | 1.13% | 18 |
|
|
2022
Q1 | $2.55M | Buy |
76,169
+73
| +0.1% | +$2.44K | 1.1% | 19 |
|
|
2021
Q4 | $1.98M | Buy |
76,096
+75
| +0.1% | +$1.95K | 0.86% | 23 |
|
|
2021
Q3 | $1.97M | Hold |
76,021
| – | – | 0.96% | 23 |
|
|
2021
Q2 | $2.02M | Buy |
76,021
+312
| +0.4% | +$8.28K | 0.98% | 22 |
|
|
2021
Q1 | $1.79M | Sell |
75,709
-300
| -0.4% | -$7.11K | 0.92% | 24 |
|
|
2020
Q4 | $1.52M | Hold |
76,009
| – | – | 0.82% | 24 |
|
|
2020
Q3 | $1.49M | Buy |
76,009
+500
| +0.7% | +$9.83K | 0.88% | 23 |
|
|
2020
Q2 | $1.44M | Buy |
75,509
+935
| +1% | +$17.8K | 0.88% | 26 |
|
|
2020
Q1 | $1.06M | Buy |
74,574
+28,219
| +61% | +$399K | 0.82% | 26 |
|
|
2019
Q4 | $1.1M | Buy |
46,355
+1,600
| +4% | +$38K | 0.63% | 31 |
|
|
2019
Q3 | $1.03M | Sell |
44,755
-1,000
| -2% | -$23.1K | 0.64% | 31 |
|
|
2019
Q2 | $1.32M | Sell |
45,755
-1,600
| -3% | -$46.1K | 0.81% | 30 |
|
|
2019
Q1 | $1.3M | Buy |
47,355
+32,040
| +209% | +$882K | 0.84% | 28 |
|
|
2018
Q4 | $338K | Buy |
15,315
+5,000
| +48% | +$110K | 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 | +$256K | 0.15% | 94 |
|