WCA
Westover Capital Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
10,239
+39
| +0.4% | +$2.45K | 0.13% | 128 |
|
|
2025
Q1 | $610K | Hold |
10,200
| – | – | 0.14% | 126 |
|
|
2024
Q4 | $552K | Hold |
10,200
| – | – | 0.12% | 137 |
|
|
2024
Q3 | $466K | Hold |
10,200
| – | – | 0.09% | 157 |
|
|
2024
Q2 | $434K | Hold |
10,200
| – | – | 0.11% | 145 |
|
|
2024
Q1 | $397K | Hold |
10,200
| – | – | 0.12% | 129 |
|
|
2023
Q4 | $355K | Hold |
10,200
| – | – | 0.12% | 124 |
|
|
2023
Q3 | $344K | Hold |
10,200
| – | – | 0.12% | 127 |
|
|
2023
Q2 | $333K | Hold |
10,200
| – | – | 0.12% | 132 |
|
|
2023
Q1 | $305K | Hold |
10,200
| – | – | 0.11% | 133 |
|
|
2022
Q4 | $336K | Hold |
10,200
| – | – | 0.13% | 110 |
|
|
2022
Q3 | $292K | Hold |
10,200
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $318K | Hold |
10,200
| – | – | 0.12% | 123 |
|
|
2022
Q1 | $341K | Hold |
10,200
| – | – | 0.11% | 131 |
|
|
2021
Q4 | $266K | Hold |
10,200
| – | – | 0.08% | 155 |
|
|
2021
Q3 | $265K | Hold |
10,200
| – | – | 0.08% | 150 |
|
|
2021
Q2 | $271K | Hold |
10,200
| – | – | 0.09% | 154 |
|
|
2021
Q1 | $242K | Hold |
10,200
| – | – | 0.08% | 153 |
|
|
2020
Q4 | $205K | Buy |
+10,200
| New | +$205K | 0.07% | 148 |
|