WPA
West Paces Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
20,319
-520
| -2% | -$32.7K | 0.27% | 45 |
|
|
2025
Q1 | $1.25M | Buy |
20,839
+911
| +5% | +$54.4K | 0.28% | 47 |
|
|
2024
Q4 | $1.08M | Sell |
19,928
-49
| -0.2% | -$2.65K | 0.26% | 48 |
|
|
2024
Q3 | $912K | Buy |
19,977
+1,715
| +9% | +$78.3K | 0.22% | 54 |
|
|
2024
Q2 | $776K | Buy |
18,262
+705
| +4% | +$30K | 0.2% | 61 |
|
|
2024
Q1 | $684K | Buy |
17,557
+660
| +4% | +$25.7K | 0.18% | 65 |
|
|
2023
Q4 | $589K | Buy |
16,897
+3,911
| +30% | +$136K | 0.17% | 66 |
|
|
2023
Q3 | $437K | Buy |
12,986
+1,370
| +12% | +$46.2K | 0.14% | 78 |
|
|
2023
Q2 | $379K | Buy |
11,616
+824
| +8% | +$26.9K | 0.11% | 93 |
|
|
2023
Q1 | $322K | Buy |
10,792
+1,887
| +21% | +$56.3K | 0.1% | 105 |
|
|
2022
Q4 | $293K | Buy |
8,905
+2,622
| +42% | +$86.3K | 0.09% | 103 |
|
|
2022
Q3 | $180K | Buy |
6,283
+3,139
| +100% | +$89.9K | 0.06% | 121 |
|
|
2022
Q2 | $98.1K | Sell |
3,144
-2
| -0.1% | -$62 | 0.03% | 163 |
|
|
2022
Q1 | $105K | Buy |
3,146
+46
| +1% | +$1.54K | 0.03% | 168 |
|
|
2021
Q4 | $80.7K | Buy |
3,100
+1,241
| +67% | +$32.3K | 0.03% | 191 |
|
|
2021
Q3 | $48.2K | Hold |
1,859
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $49.4K | Buy |
1,859
+1,460
| +366% | +$38.8K | 0.02% | 202 |
|
|
2021
Q1 | $9.45K | Hold |
399
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $8K | Hold |
399
| – | – | ﹤0.01% | 331 |
|
|
2020
Q3 | $7.84K | Buy |
399
+185
| +86% | +$3.64K | ﹤0.01% | 323 |
|
|
2020
Q2 | $4.07K | Sell |
214
-3,332
| -94% | -$63.4K | ﹤0.01% | 384 |
|
|
2020
Q1 | $50.2K | Sell |
3,546
-9,285
| -72% | -$131K | 0.03% | 168 |
|
|
2019
Q4 | $304K | Sell |
12,831
-2,051
| -14% | -$48.7K | 0.17% | 89 |
|
|
2019
Q3 | $358K | Sell |
14,882
-85
| -0.6% | -$2.05K | 0.21% | 79 |
|
|
2019
Q2 | $420K | Sell |
14,967
-545
| -4% | -$15.3K | 0.26% | 72 |
|
|
2019
Q1 | $446K | Buy |
15,512
+486
| +3% | +$14K | 0.31% | 66 |
|
|
2018
Q4 | $331K | Sell |
15,026
-731
| -5% | -$16.1K | 0.26% | 80 |
|
|
2018
Q3 | $428K | Buy |
15,757
+331
| +2% | +$9K | 0.31% | 71 |
|
|
2018
Q2 | $418K | Sell |
15,426
-559
| -3% | -$15.2K | 0.31% | 70 |
|
|
2018
Q1 | $397K | Buy |
15,985
+2,185
| +16% | +$54.3K | 0.3% | 71 |
|
|
2017
Q4 | $421K | Sell |
13,800
-2,048
| -13% | -$62.4K | 0.31% | 74 |
|
|
2017
Q3 | $476K | Sell |
15,848
-798
| -5% | -$23.9K | 0.36% | 66 |
|
|
2017
Q2 | $504K | Buy |
16,646
+16,185
| +3,511% | +$490K | 0.4% | 62 |
|
|
2017
Q1 | $13.6K | Hold |
461
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $14.4K | Buy |
+461
| New | +$14.4K | 0.01% | 290 |
|