Wealth Enhancement Advisory Services’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
440,815
+37,848
| +9% | +$2.22M | 0.04% | 358 |
|
|
2025
Q1 | $24.1M | Buy |
402,967
+87,031
| +28% | +$5.2M | 0.05% | 346 |
|
|
2024
Q4 | $17.1M | Buy |
315,936
+95,835
| +44% | +$5.19M | 0.03% | 406 |
|
|
2024
Q3 | $10M | Buy |
220,101
+22,160
| +11% | +$1.01M | 0.02% | 512 |
|
|
2024
Q2 | $8.41M | Buy |
197,941
+4,203
| +2% | +$179K | 0.02% | 532 |
|
|
2024
Q1 | $7.55M | Sell |
193,738
-1,808
| -0.9% | -$70.5K | 0.02% | 550 |
|
|
2023
Q4 | $6.81M | Buy |
195,546
+4,708
| +2% | +$164K | 0.02% | 520 |
|
|
2023
Q3 | $6.43M | Buy |
+190,838
| New | +$6.43M | 0.02% | 514 |
|
|
2022
Q4 | – | Sell |
-46,077
| Closed | -$1.37M | – | 375 |
|
|
2022
Q3 | $1.37M | Buy |
+46,077
| New | +$1.37M | 0.02% | 205 |
|