WMA
Wealth Management Associates’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
8,291
-330
| -4% | -$20.7K | 0.2% | 93 |
|
|
2025
Q1 | $515K | Sell |
8,621
-2,263
| -21% | -$135K | 0.22% | 86 |
|
|
2024
Q4 | $589K | Hold |
10,884
| – | – | 0.25% | 77 |
|
|
2024
Q3 | $497K | Buy |
10,884
+200
| +2% | +$9.13K | 0.22% | 90 |
|
|
2024
Q2 | $454K | Hold |
10,684
| – | – | 0.21% | 93 |
|
|
2024
Q1 | $454K | Buy |
10,684
+270
| +3% | +$11.5K | 0.21% | 93 |
|
|
2023
Q4 | $363K | Buy |
10,414
+54
| +0.5% | +$1.88K | 0.19% | 115 |
|
|
2023
Q3 | $349K | Hold |
10,360
| – | – | 0.2% | 108 |
|
|
2023
Q2 | $338K | Buy |
10,360
+780
| +8% | +$25.5K | 0.19% | 109 |
|
|
2023
Q1 | $286K | Hold |
9,580
| – | – | 0.18% | 135 |
|
|
2022
Q4 | $315K | Sell |
9,580
-5,416
| -36% | -$178K | 0.21% | 114 |
|
|
2022
Q3 | $429K | Hold |
14,996
| – | – | 0.3% | 91 |
|
|
2022
Q2 | $468K | Buy |
+14,996
| New | +$468K | 0.32% | 78 |
|