44 Wealth Management’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 | – | Sell |
-9,037
| Closed | -$540K | – | 205 |
|
|
2025
Q1 | $540K | Sell |
9,037
-4,100
| -31% | -$245K | 0.2% | 127 |
|
|
2024
Q4 | $711K | Sell |
13,137
-732
| -5% | -$39.6K | 0.27% | 104 |
|
|
2024
Q3 | $725K | Buy |
+13,869
| New | +$725K | 0.26% | 110 |
|
|
2023
Q2 | $992K | Buy |
30,401
+3,149
| +12% | +$103K | 0.34% | 72 |
|
|
2023
Q1 | $814K | Buy |
27,252
+3,243
| +14% | +$96.8K | 0.28% | 80 |
|
|
2022
Q4 | $790K | Sell |
24,009
-187
| -0.8% | -$6.15K | 0.27% | 86 |
|
|
2022
Q3 | $693K | Sell |
24,196
-3,188
| -12% | -$91.3K | 0.29% | 85 |
|
|
2022
Q2 | $855K | Buy |
27,384
+71
| +0.3% | +$2.22K | 0.33% | 78 |
|
|
2022
Q1 | $913K | Buy |
27,313
+17,401
| +176% | +$582K | 0.33% | 83 |
|
|
2021
Q4 | $258K | Sell |
9,912
-4,009
| -29% | -$104K | 0.09% | 159 |
|
|
2021
Q3 | $361K | Sell |
13,921
-77
| -0.6% | -$2K | 0.14% | 125 |
|
|
2021
Q2 | $372K | Sell |
13,998
-4,009
| -22% | -$107K | 0.14% | 128 |
|
|
2021
Q1 | $427K | Sell |
18,007
-3,831
| -18% | -$90.8K | 0.18% | 112 |
|
|
2020
Q4 | $438K | Buy |
+21,838
| New | +$438K | 0.2% | 104 |
|