Advisornet Financial’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $255K | Sell |
3,504
-110
| -3% | -$7.62K | 0.01% | 547 |
|
|
2025
Q4 | $217K | Sell |
3,614
-256
| -7% | -$15.5K | 0.01% | 585 |
|
|
2025
Q3 | $245K | Sell |
3,870
-202
| -5% | -$11.9K | 0.01% | 538 |
|
|
2025
Q2 | $256K | Sell |
4,072
-475
| -10% | -$28K | 0.02% | 514 |
|
|
2025
Q1 | $272K | Sell |
4,547
-246
| -5% | -$14.1K | 0.02% | 478 |
|
|
2024
Q4 | $259K | Sell |
4,793
-360
| -7% | -$19.4K | 0.02% | 451 |
|
|
2024
Q3 | $235K | Buy |
5,153
+217
| +4% | +$9.54K | 0.02% | 490 |
|
|
2024
Q2 | $210K | Buy |
4,936
+125
| +3% | +$5.01K | 0.02% | 465 |
|
|
2024
Q1 | $187K | Buy |
4,811
+1,477
| +44% | +$52.5K | 0.02% | 487 |
|
|
2023
Q4 | $116K | Buy |
3,334
+121
| +4% | +$4.25K | 0.01% | 601 |
|
|
2023
Q3 | $108K | Sell |
3,213
-234
| -7% | -$7.99K | 0.01% | 594 |
|
|
2023
Q2 | $112K | Buy |
3,447
+180
| +6% | +$5.4K | 0.01% | 620 |
|
|
2023
Q1 | $97.6K | Buy |
3,267
+73
| +2% | +$2.25K | 0.01% | 628 |
|
|
2022
Q4 | $105K | Sell |
3,194
-11
| -0.3% | -$358 | 0.01% | 614 |
|
|
2022
Q3 | $92K | Buy |
3,205
+47
| +1% | +$1.53K | 0.01% | 677 |
|
|
2022
Q2 | $99K | Buy |
3,158
+128
| +4% | +$4.42K | 0.01% | 668 |
|
|
2022
Q1 | $101K | Buy |
3,030
+302
| +11% | +$9.23K | 0.01% | 748 |
|
|
2021
Q4 | $71K | Buy |
2,728
+28
| +1% | +$774 | ﹤0.01% | 905 |
|
|
2021
Q3 | $70K | Sell |
2,700
-100
| -4% | -$2.52K | ﹤0.01% | 904 |
|
|
2021
Q2 | $74K | Hold |
2,800
| – | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $66K | Sell |
2,800
-149
| -5% | -$3.38K | ﹤0.01% | 869 |
|
|
2020
Q4 | $59K | Sell |
2,949
-149
| -5% | -$3.02K | ﹤0.01% | 834 |
|
|
2020
Q3 | $61K | Sell |
3,098
-49
| -2% | -$998 | 0.01% | 809 |
|
|
2020
Q2 | $60K | Sell |
3,147
-562
| -15% | -$10.5K | ﹤0.01% | 809 |
|
|
2020
Q1 | $52K | Sell |
3,709
-3,126
| -46% | -$60.5K | ﹤0.01% | 785 |
|
|
2019
Q4 | $162K | Sell |
6,835
-1,243
| -15% | -$28.5K | 0.01% | 555 |
|
|
2019
Q3 | $194K | Buy |
8,078
+1,050
| +15% | +$26.5K | 0.02% | 513 |
|
|
2019
Q2 | $197K | Buy |
7,028
+5,185
| +281% | +$144K | 0.02% | 454 |
|
|
2019
Q1 | $53K | Buy |
1,843
+916
| +99% | +$24.6K | 0.01% | 722 |
|
|
2018
Q4 | $20K | Sell |
927
-530
| -36% | -$13.3K | ﹤0.01% | 936 |
|
|
2018
Q3 | $40K | Buy |
1,457
+447
| +44% | +$13K | 0.01% | 792 |
|
|
2018
Q2 | $27K | Sell |
1,010
-38,213
| -97% | -$1.01M | ﹤0.01% | 872 |
|
|
2018
Q1 | $975K | Buy |
39,223
+1,762
| +5% | +$52K | 0.13% | 138 |
|
|
2017
Q4 | $1.14M | Buy |
+37,461
| New | +$1.09M | 0.17% | 118 |
|
Other funds holding WMB
VCM
VPM
Advisornet Financial's WMB Position: Q1 2026 in Review
Advisornet Financial reduced its Williams Companies (WMB) stake by 3% in Q1 2026, selling an estimated $7.62K and leaving 3,504 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #547.
Advisornet Financial first reported a position in WMB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.14M in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Advisornet Financial held 3,504 shares of Williams Companies worth $255K as of Q1 2026.
- Advisornet Financial sold 110 Williams Companies shares in Q1 2026, an estimated $7.62K.
- Williams Companies made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #547 holding.
- Advisornet Financial first reported a position in Williams Companies in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Williams Companies position peaked at $1.14M in Q4 2017.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.