Wealth Alliance 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 | $4.37M | Buy |
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|
2025
Q2 | $4.33M | Sell |
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|
2025
Q1 | $4.18M | Sell |
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $3.34M | Hold |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $2.86M | Hold |
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|
2023
Q4 | $2.55M | Hold |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.97M | Hold |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $1.52M | Hold |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $338K | Buy |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $256K | Buy |
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