West Michigan Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
8,083
+2,364
| +41% | +$148K | 0.14% | 113 |
|
|
2025
Q1 | $342K | Sell |
5,719
-2,986
| -34% | -$178K | 0.11% | 139 |
|
|
2024
Q4 | $471K | Sell |
8,705
-2,375
| -21% | -$129K | 0.14% | 112 |
|
|
2024
Q3 | $506K | Sell |
11,080
-1,535
| -12% | -$70.1K | 0.15% | 107 |
|
|
2024
Q2 | $536K | Buy |
12,615
+2,345
| +23% | +$99.7K | 0.17% | 93 |
|
|
2024
Q1 | $400K | Buy |
10,270
+748
| +8% | +$29.2K | 0.13% | 112 |
|
|
2023
Q4 | $332K | Buy |
9,522
+2,220
| +30% | +$77.3K | 0.13% | 107 |
|
|
2023
Q3 | $246K | Sell |
7,302
-260
| -3% | -$8.76K | 0.13% | 122 |
|
|
2023
Q2 | $247K | Buy |
+7,562
| New | +$247K | 0.1% | 175 |
|